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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
1501
Capital Advisors Inc
Oklahoma
$522K +$57.8K +239 +12%
FG
1502
Fiduciary Group
Georgia
$520K -$30K -124 -5%
AWM
1503
Aberdeen Wealth Management
Illinois
$519K – – –
BCA
1504
Bay Colony Advisors
Massachusetts
$517K -$270K -1,117 -33%
PTP
1505
Platform Technology Partners
New York
$517K -$60K -248 -10%
RMCM
1506
Reynders McVeigh Capital Management
Massachusetts
$515K -$37.7K -156 -6%
HF
1507
HRT Financial
New York
$515K +$545K +2,253 New
1WA
1508
180 Wealth Advisors
Washington
$515K -$7.49K -31 -1%
WAL
1509
W Advisors LLC
Tennessee
$514K -$9.19K -38 -2%
CAC
1510
Core Alternative Capital
Georgia
$512K +$72.3K +299 +15%
MTIC
1511
Missouri Trust & Investment Company
Missouri
$510K -$47.1K -195 -8%
RWP
1512
Ridgecrest Wealth Partners
California
$510K – – –
NL
1513
NWAM LLC
Washington
$509K -$400K -1,654 -43%
LFG
1514
Larson Financial Group
Missouri
$509K +$34.1K +141 +7%
VA
1515
Valmark Advisers
Ohio
$507K +$45.5K +188 +9%
SIA
1516
Soltis Investment Advisors
Utah
$507K – – –
DWM
1517
Drive Wealth Management
Utah
$505K +$54.4K +225 +11%
WA1
1518
Wimmer Associates 1
California
$505K +$4.83K +20 +0.8%
NCM
1519
NCM Capital Management
New Jersey
$505K – – –
AI
1520
Accredited Investors
Minnesota
$505K -$30K -124 -5%
HWA
1521
Heartwood Wealth Advisors
Virginia
$504K +$169K +700 +47%
NEWAS
1522
N.E.W. Advisory Services
Wisconsin
$504K -$13.1K -54 -2%
TWM
1523
Tolleson Wealth Management
Texas
$503K – – –
DAM
1524
Derbend Asset Management
Georgia
$502K +$2.42K +10 +0.5%
APA
1525
Astoria Portfolio Advisors
New York
$500K +$132K +548 +31%
59 60
61
62 63