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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
1651
New Century Financial Group
New Jersey
$812K +$17.6K +51 +3%
TFO
1652
Tarbox Family Office
California
$809K – – –
GWM
1653
GSB Wealth Management
Connecticut
$808K +$345 +1 +0%
TGAM
1654
TBH Global Asset Management
Tennessee
$808K -$20K -58 -3%
TIM
1655
Total Investment Management
Arizona
$807K +$1.38K +4 +0.2%
MCA
1656
Martin Capital Advisors
Texas
$806K – – –
AA
1657
AF Advisors
California
$806K +$345 +1 +0%
SFSG
1658
Sound Financial Strategies Group
Mississippi
$806K +$20K +58 +3%
NCM
1659
NCM Capital Management
New Jersey
$804K – – –
PWAC
1660
Private Wealth Advisors (California)
California
$803K +$707K +2,046 New
MW
1661
MBL Wealth
North Carolina
$802K +$209K +606 +42%
MGWM
1662
Marks Group Wealth Management
Minnesota
$802K -$63.5K -184 -8%
MSCM
1663
McElhenny Sheffield Capital Management
Texas
$801K +$4.14K +12 +0.6%
CFG
1664
Copley Financial Group
California
$800K +$706K +2,045 New
AWM
1665
Aviso Wealth Management
Washington
$795K +$373K +1,080 +113%
LFA
1666
Legacy Financial Advisors
Kentucky
$795K +$17.3K +50 +3%
B
1667
Bensler
Washington
$794K -$21.4K -62 -3%
BWP
1668
BSW Wealth Partners
Colorado
$793K +$105K +305 +18%
NRC
1669
New Republic Capital
North Carolina
$792K -$18K -52 -3%
CIAS
1670
CFS Investment Advisory Services
New Jersey
$792K +$137K +397 +24%
GWANC
1671
Guardian Wealth Advisors (North Carolina)
North Carolina
$790K +$3.11K +9 +0.4%
RCM
1672
RNC Capital Management
California
$790K – – –
WAG
1673
Winthrop Advisory Group
Massachusetts
$790K +$1.73K +5 +0.2%
TF
1674
Tompkins Financial
New York
$790K -$86.3K -250 -11%
CC
1675
Constitution Capital
Connecticut
$789K -$345K -1,000 -33%
65 66
67
68 69