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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1551
CVA Family Office
Colorado
$821K -$163K -469 -16%
KF
1552
KKM Financial
Illinois
$821K – – –
PWMG
1553
Prestige Wealth Management Group
New Jersey
$820K -$58.6K -169 -6%
CHJWM
1554
Carlton Hofferkamp & Jenks Wealth Management
Texas
$820K – – –
CA
1555
Carson Advisory
Georgia
$820K -$136K -392 -14%
CAM
1556
Carret Asset Management
New York
$819K – – –
CCG
1557
Catalina Capital Group
California
$815K +$69.7K +201 +9%
LMKC
1558
L.M. Kohn & Company
Ohio
$813K +$160K +462 +23%
SAM
1559
Seelaus Asset Management
New Jersey
$812K -$13.9K -40 -2%
TAM
1560
Trillium Asset Management
Massachusetts
$811K – – –
HAIM
1561
Hunter Associates Investment Management
Pennsylvania
$811K +$347 +1 +0%
CA
1562
Claris Advisors
Missouri
$810K +$7.63K +22 +0.9%
VC
1563
Veracity Capital
Georgia
$808K -$171K -492 -17%
FFG
1564
Fortem Financial Group
California
$806K -$72.8K -210 -8%
HA
1565
Hamel Associates
New Jersey
$802K -$19.1K -55 -2%
GWMI
1566
Guardian Wealth Management (Illinois)
Illinois
$800K +$84.6K +244 +11%
OFG
1567
Oxford Financial Group
Indiana
$799K +$257K +741 +45%
XS
1568
XR Securities
Illinois
$799K +$831K +2,398 New
PTP
1569
Platform Technology Partners
New York
$797K +$829K +2,392 New
WA1
1570
Wimmer Associates 1
California
$794K – – –
WC
1571
Woodstock Corp
Massachusetts
$793K -$60.7K -175 -7%
RCM
1572
RNC Capital Management
California
$790K +$15.6K +45 +2%
DMBA
1573
Deseret Mutual Benefit Administrators
Utah
$788K +$1.04K +3 +0.1%
AF
1574
Advisornet Financial
Minnesota
$787K +$6.93K +20 +0.9%
GWM
1575
Greenwich Wealth Management
Connecticut
$782K +$6.93K +20 +0.9%
61 62
63
64 65