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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1676
Pinnacle Wealth Management Group
Michigan
$230K – – –
YMRC
1677
Yorktown Management & Research Company
Virginia
$230K – – –
CC
1678
Constitution Capital
Connecticut
$230K +$20.8K +100 +9%
SWM
1679
Stockman Wealth Management
Montana
$229K -$625 -3 -0.3%
MWA
1680
Meridian Wealth Advisors
Texas
$229K +$14.6K +70 +6%
PWM
1681
Paulson Wealth Management
Illinois
$229K +$41.4K +199 +20%
EFM
1682
E Fund Management
China
$229K +$249K +1,194 New
FNT
1683
First Nebraska Trust
Nebraska
$229K – – –
CFAM
1684
Center For Asset Management
Florida
$228K +$208 +1 +0.1%
DA
1685
DSC Advisors
Illinois
$228K +$26.2K +126 +12%
MC
1686
Maverick Capital
Texas
$226K -$1.78M -8,555 -88%
ARC
1687
Advisor Resource Council
Texas
$226K -$324K -1,556 -57%
PGIM
1688
Pacific Global Investment Management
California
$225K -$29.6K -142 -11%
SAM
1689
Secure Asset Management
Michigan
$225K +$625 +3 +0.3%
BHTS
1690
Bar Harbor Trust Services
Maine
$225K +$10.4K +50 +4%
MAG
1691
MRA Advisory Group
New Jersey
$224K – – –
AWM
1692
Act Wealth Management
Texas
$223K – – –
BBI
1693
Baxter Bros Inc
Connecticut
$222K – – –
EPWM
1694
Essex Private Wealth Management
Massachusetts
$222K +$208 +1 +0.1%
EWA
1695
Exencial Wealth Advisors
Oklahoma
$221K -$258K -1,240 -52%
QCM
1696
Quest Capital Management
Texas
$221K -$124K -597 -34%
BCM
1697
Bourgeon Capital Management
Connecticut
$221K – – –
BA
1698
Bristlecone Advisors
Washington
$220K +$10.8K +52 +5%
MA
1699
MBA Advisors
Pennsylvania
$219K -$23.3K -112 -9%
AFAS
1700
Acorn Financial Advisory Services
Virginia
$219K -$22.5K -108 -9%
66 67
68
69 70