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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1426
Tarbox Family Office
California
$509K – – –
CWM
1427
Cahaba Wealth Management
Georgia
$509K +$13.7K +68 +3%
FCFC
1428
First Citizens Financial Corp
Iowa
$507K -$2.42K -12 -0.5%
PCP
1429
Proficio Capital Partners
Massachusetts
$507K +$16.1K +80 +3%
PTP
1430
Platform Technology Partners
New York
$504K +$36.8K +183 +8%
MG
1431
Mather Group
Illinois
$502K +$27K +134 +6%
9WM
1432
9258 Wealth Management
Ohio
$501K -$19.5K -97 -4%
SFP
1433
Shepherd Financial Partners
Massachusetts
$500K +$20.5K +102 +4%
PFGIA
1434
Patriot Financial Group Insurance Agency
Massachusetts
$497K +$8.05K +40 +2%
ACM
1435
Aljian Capital Management
Nevada
$496K – – –
DE
1436
Day & Ennis
Georgia
$495K +$43.9K +218 +10%
HBT
1437
Hills Bank & Trust
Iowa
$494K -$15.1K -75 -3%
MW
1438
Marcum Wealth
Ohio
$493K -$106K -524 -18%
P
1439
Pitcairn
Pennsylvania
$493K -$29.4K -146 -6%
AWM
1440
Accurate Wealth Management
Florida
$492K +$12.5K +62 +3%
VCAM
1441
Van Cleef Asset Management
Ohio
$490K – – –
GAMC
1442
Garner Asset Management Corp
Texas
$488K – – –
RT
1443
Rockland Trust
Massachusetts
$486K +$101K +503 +27%
SWP
1444
Summit Wealth Partners
Florida
$484K – – –
WF
1445
Wayfinding Financial
Washington
$483K +$459K +2,278 New
WAL
1446
W Advisors LLC
Tennessee
$482K +$470K +2,334 New
VF
1447
Virtu Financial
New York
$481K -$1.78M -8,830 -79%
SFS
1448
Summit Financial Strategies
Ohio
$480K -$219K -1,089 -32%
AWA
1449
Acorn Wealth Advisors
Michigan
$480K +$2.21K +11 +0.5%
MA
1450
Montag & Associates
Georgia
$479K – – –
56 57
58
59 60