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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
1476
RPg Family Wealth Advisory
Massachusetts
$16.3K +$17.9K +120 New
SWMG
1477
Signature Wealth Management Group
Georgia
$15K – – –
EWM
1478
Elmwood Wealth Management
California
$14.9K – – –
DWM
1479
Destination Wealth Management
California
$14K -$7.47K -50 -32%
BC
1480
Bartlett & Co
Ohio
$14K – – –
SHJ
1481
Sharkey, Howes & Javer
Colorado
$14K – – –
BCWM
1482
Bartlett & Co Wealth Management
Ohio
$13.6K – – –
MAM
1483
Meeder Asset Management
Ohio
$12.9K -$2.04M -13,682 -99%
HWM
1484
Holloway Wealth Management
Florida
$12K – – –
KIG
1485
Kessler Investment Group
Indiana
$12K – – –
RA
1486
Rational Advisors
New York
$11K -$2.54K -17 -17%
FCMT
1487
Founders Capital Management (Texas)
Texas
$11K – – –
PS
1488
Portfolio Strategies
New York
$11K – – –
QAM
1489
QCI Asset Management
New York
$10K -$34.7K -232 -76%
RAM
1490
Riggs Asset Management
Pennsylvania
$10K – – –
SCA
1491
Stuart Chaussee & Associates
California
$10K – – –
PCFFS
1492
Pacific Center for Financial Services
California
$9K – – –
RCWMU
1493
Rothschild & Co Wealth Management (UK)
United Kingdom
$9K +$9.56K +64 New
CFC
1494
Coyle Financial Counsel
Illinois
$9K +$9.86K +66 New
BAMG
1495
Brand Asset Management Group
Missouri
$9K +$10.5K +70 New
ECM
1496
Exchange Capital Management
Michigan
$7K – – –
LWA
1497
Lowe Wealth Advisors
Maryland
$7K – – –
MFT
1498
Moisand Fitzgerald Tamayo
Florida
$7K – – –
PRS
1499
Pinkerton Retirement Specialists
Idaho
$7K – – –
VDFA
1500
Vickerman & Driscoll Financial Advisors
Washington
$7K – – –
58 59
60
61 62