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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1426
Summit Financial Strategies
Ohio
$375K – – –
NEWAS
1427
N.E.W. Advisory Services
Wisconsin
$375K +$119K +652 +40%
HFG
1428
Heron Financial Group
New York
$373K +$12.8K +70 +3%
PWMG
1429
Prestige Wealth Management Group
New Jersey
$373K +$30.3K +166 +8%
ISWM
1430
Independent Solutions Wealth Management
New York
$372K +$415K +2,270 New
AWM
1431
Aberdeen Wealth Management
Illinois
$372K – – –
WP
1432
WealthSource Partners
California
$372K +$17.7K +97 +4%
AI
1433
Accredited Investors
Minnesota
$372K +$21.6K +118 +5%
MW
1434
Marcum Wealth
Ohio
$371K +$15.7K +86 +4%
MWM
1435
Marion Wealth Management
Pennsylvania
$368K +$2.01K +11 +0.5%
EAM
1436
Evanson Asset Management
California
$366K -$32.3K -177 -7%
CFO
1437
Colony Family Offices
North Carolina
$366K -$4.38K -24 -1%
RWP
1438
Ridgecrest Wealth Partners
California
$365K – – –
NCM
1439
Novare Capital Management
North Carolina
$365K +$74.2K +406 +22%
EGM
1440
Engineers Gate Manager
New York
$364K -$10.4M -56,903 -96%
RF
1441
Rollins Financial
Georgia
$364K -$28.9K -158 -7%
RP
1442
Riverwater Partners
Wisconsin
$363K +$731 +4 +0.2%
NCM
1443
NCM Capital Management
New Jersey
$362K – – –
SFG
1444
StrategIQ Financial Group
Indiana
$362K +$7.31K +40 +2%
TWM
1445
Tolleson Wealth Management
Texas
$361K – – –
II
1446
Inspire Investing
Idaho
$361K +$25.9K +142 +7%
RWB
1447
RMR Wealth Builders
New Jersey
$359K +$91.7K +502 +30%
BCM
1448
Bluefin Capital Management
New York
$358K – – –
DAM
1449
Derbend Asset Management
Georgia
$358K – – –
MAWCM
1450
Mine & Arao Wealth Creation & Management
California
$358K +$1.1K +6 +0.3%
56 57
58
59 60