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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1576
Lehman & Derafelo Financial Resources
Pennsylvania
$407K – – –
WP
1577
WealthShield Partners
North Carolina
$407K +$16.4K +78 +4%
ARG
1578
Advisory Resource Group
Oklahoma
$406K – – –
AC
1579
Avestar Capital
New York
$406K +$96.1K +458 +34%
PFG
1580
Pinnacle Financial Group
Illinois
$405K +$21.4K +102 +6%
DWM
1581
Dakota Wealth Management
Florida
$405K +$381K +1,819 New
MA
1582
MBA Advisors
Pennsylvania
$402K -$6.08K -29 -2%
HGWM
1583
Horst & Graben Wealth Management
Oregon
$402K +$2.1K +10 +0.6%
GBT
1584
Grove Bank & Trust
Florida
$402K +$21.8K +104 +6%
SSG
1585
Summit Securities Group
New York
$401K -$83.9K -400 -18%
BBNB
1586
Baker Boyer National Bank
Washington
$401K – – –
WKWM
1587
Walter & Keenan Wealth Management
Indiana
$401K – – –
SIC
1588
Shoker Investment Counsel
Ohio
$400K +$2.31K +11 +0.6%
NCM
1589
Novare Capital Management
North Carolina
$399K -$10.5K -50 -3%
DIA
1590
Davidson Investment Advisors
Montana
$399K – – –
BWA
1591
BDO Wealth Advisors
Florida
$398K -$14.7K -70 -4%
NAS
1592
Nicolet Advisory Services
Wisconsin
$398K -$3.15K -15 -0.8%
KWM
1593
Kaydan Wealth Management
Michigan
$398K – – –
BFA
1594
Benedict Financial Advisors
Georgia
$397K -$11.7K -56 -3%
FC
1595
Forte Capital
New York
$397K – – –
WTFG
1596
Wells Trecaso Financial Group
Ohio
$397K +$49.3K +235 +15%
RWB
1597
RMR Wealth Builders
New Jersey
$397K +$77.4K +369 +26%
BWM
1598
Benchmark Wealth Management
Connecticut
$396K +$210 +1 +0.1%
SMH
1599
Sanders Morris Harris
Texas
$395K +$41.9K +200 +13%
RMAM
1600
Raab & Moskowitz Asset Management
New Jersey
$394K +$19.9K +95 +6%
62 63
64
65 66