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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1426
Raleigh Capital Management
North Carolina
$532K +$492K +2,346 +5,456%
TFO
1427
Tarbox Family Office
California
$531K -$16.6K -79 -3%
WA1
1428
Wimmer Associates 1
California
$528K +$16.8K +80 +3%
BEI
1429
Benjamin Edwards Inc
Missouri
$528K +$128K +610 +35%
GAMC
1430
Garner Asset Management Corp
Texas
$526K – – –
WF
1431
Wayfinding Financial
Washington
$525K +$35.7K +170 +7%
FAFN
1432
First Affirmative Financial Network
Colorado
$524K +$9.65K +46 +2%
THWM
1433
Taylor Hoffman Wealth Management
Virginia
$523K -$89.6K -427 -15%
FSA
1434
Fort Sheridan Advisors
Illinois
$523K +$56.6K +270 +13%
SWP
1435
Summit Wealth Partners
Florida
$522K – – –
SIM
1436
Stratos Investment Management
Ohio
$522K +$37.1K +177 +8%
FIA
1437
Foundations Investment Advisors
Arizona
$521K -$8.6K -41 -2%
AWA
1438
Acorn Wealth Advisors
Michigan
$519K +$1.68K +8 +0.3%
HIM
1439
Hotaling Investment Management
Pennsylvania
$519K +$489K +2,330 New
MA
1440
Montag & Associates
Georgia
$516K – – –
WP
1441
WealthSource Partners
California
$513K -$1.68K -8 -0.3%
NSB
1442
Norway Savings Bank
Maine
$513K +$278K +1,325 +136%
MFC
1443
Mechanics Financial Corp
Ohio
$512K – – –
S
1444
SimplyRich
California
$510K -$813K -3,878 -63%
SFS
1445
Summit Financial Strategies
Ohio
$509K -$7.55K -36 -2%
CPA
1446
Capital Planning Advisors
California
$509K +$25.2K +120 +6%
CWM
1447
C2C Wealth Management
Arizona
$508K +$117K +560 +35%
AMG
1448
Advisors Management Group
Wisconsin
$507K +$25.2K +120 +6%
TW
1449
TrinityPoint Wealth
Connecticut
$507K +$85.6K +408 +22%
CT
1450
Chicago Trust
Illinois
$506K -$1.73M -8,261 -78%
56 57
58
59 60