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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1551
Sage Financial Group
Pennsylvania
$59K – – –
FWM
1552
Filbrandt Wealth Management
Wisconsin
$59K +$55.8K +400 New
HWM
1553
HighMark Wealth Management
Minnesota
$59K +$56.4K +404 New
BCA
1554
Berman Capital Advisors
Georgia
$54K +$3.35K +24 +7%
KWM
1555
Keebeck Wealth Management
Illinois
$54K +$51.9K +372 New
TI
1556
Truehand Inc
New Hampshire
$53K – – –
HFS
1557
HBC Financial Services
Washington
$53K +$50.2K +360 New
SC
1558
Steph & Co
Wisconsin
$52K +$48.8K +350 New
FNBOSM
1559
First National Bank of South Miami
Florida
$51K -$4.19K -30 -8%
VRM
1560
Vectors Research Management
New York
$51K – – –
EW
1561
Evoke Wealth
California
$49K +$4.05K +29 +10%
SLF
1562
Sun Life Financial
Ontario, Canada
$49K -$18.1K -130 -28%
CFD
1563
Creative Financial Designs
Indiana
$49K – – –
M
1564
MOTCO
Texas
$49K +$9.91K +71 +27%
JFA
1565
JNBA Financial Advisors
Minnesota
$49K +$15.5K +111 +51%
FBT
1566
First Bank & Trust
South Dakota
$48K -$178K -1,277 -80%
ACM
1567
Allred Capital Management
Texas
$47.8K +$45.2K +324 New
MWC
1568
MBM Wealth Consultants
Missouri
$47K +$44.7K +320 New
HR
1569
Howe & Rusling
New York
$45K -$426K -3,050 -91%
SIS
1570
Sound Income Strategies
Florida
$45K -$7.96K -57 -16%
LFA
1571
Lighthouse Financial Advisors
Maryland
$45K +$43.1K +309 New
LWM
1572
Liberty Wealth Management
California
$44K +$140 +1 +0.3%
GSC
1573
G&S Capital
Colorado
$44K +$279 +2 +0.7%
CLCM
1574
Crawford Lake Capital Management
New Jersey
$44K +$41.9K +300 New
PFO
1575
Pathstone Family Office
New Jersey
$43.7K +$2.51K +18 +6%
61 62
63
64 65