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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1551
WealthBridge Capital Management
Ohio
$358K – – –
HIP
1552
HUB Investment Partners
Texas
$358K +$319K +1,543 New
LWM
1553
Lyell Wealth Management
California
$357K +$3.73K +18 +1%
PWMG
1554
Prestige Wealth Management Group
New Jersey
$355K +$16.1K +78 +5%
KM
1555
Kalos Management
Georgia
$355K +$30.4K +147 +11%
SFG
1556
StrategIQ Financial Group
Indiana
$354K -$22.2K -107 -7%
SAS
1557
Sanford Advisory Services
Michigan
$354K – – –
SWM
1558
Sugarloaf Wealth Management
Georgia
$353K +$207 +1 +0.1%
ISWM
1559
Independent Solutions Wealth Management
New York
$351K -$22.2K -107 -7%
AWM
1560
Apollon Wealth Management
South Carolina
$351K -$109K -528 -26%
AWA
1561
Arete Wealth Advisors
Illinois
$351K +$83.4K +403 +36%
KFP
1562
KB Financial Partners
New Jersey
$350K +$313K +1,510 New
SWA
1563
SFMG Wealth Advisors
Texas
$349K +$14.7K +71 +5%
EWA
1564
ERTS Wealth Advisors
Michigan
$348K -$191K -922 -38%
SXL
1565
Summit X LLC
Missouri
$348K -$52.6K -254 -14%
CCM
1566
Chickasaw Capital Management
Tennessee
$348K – – –
RC
1567
RBO & Co
California
$348K – – –
TCMP
1568
Thrive Capital Management (Pennsylvania)
Pennsylvania
$348K +$311K +1,502 New
CA
1569
Calton & Associates
Florida
$347K -$78.7K -380 -20%
CIM
1570
Contravisory Investment Management
Massachusetts
$347K – – –
GPFA
1571
Game Plan Financial Advisors
Ohio
$347K – – –
AT
1572
Arden Trust
Delaware
$346K -$197K -950 -39%
CA
1573
Cornerstone Advisory
Maryland
$345K -$6.83K -33 -2%
LF
1574
LifeSteps Financial
California
$344K -$12.2K -59 -4%
CPIG
1575
Chicago Partners Investment Group
Illinois
$344K +$60K +290 +24%
61 62
63
64 65