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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
1751
Arrowroot Family Office
California
$2.34M -$251K -286 -12%
TTIC
1752
Tower Trust & Investment Company
Iowa
$2.34M -$109K -124 -5%
SAG
1753
SageView Advisory Group
California
$2.34M +$64.1K +73 +3%
SFG
1754
Sovereign Financial Group
Connecticut
$2.34M +$52.7K +60 +3%
RL
1755
Retireful LLC
Michigan
$2.34M +$138K +157 +8%
VWM
1756
Vermillion Wealth Management
Minnesota
$2.34M -$637K -725 -25%
IAAG
1757
Innovative Asset Advisors Group
Connecticut
$2.33M +$51K +58 +3%
MWA
1758
Monograph Wealth Advisors
California
$2.33M +$27.2K +31 +1%
WAG
1759
Winthrop Advisory Group
Massachusetts
$2.33M +$99.3K +113 +5%
PAMG
1760
Patton Albertson Miller Group
Tennessee
$2.33M -$7.91K -9 -0.4%
CM
1761
Cercano Management
Washington
$2.32M – – –
VIA
1762
Virtus Investment Advisers
Connecticut
$2.31M +$1.91M +2,173 New
LCM
1763
LVM Capital Management
Michigan
$2.31M – – –
CFA
1764
Cahill Financial Advisors
Minnesota
$2.31M -$104K -118 -5%
RFS
1765
RM Financial Services
Maine
$2.3M -$29K -33 -2%
CCM
1766
Canal Capital Management
Virginia
$2.3M +$309K +352 +19%
VFG
1767
Victory Financial Group
Texas
$2.3M +$99.3K +113 +6%
WFA
1768
Wellspring Financial Advisors
Ohio
$2.29M -$322K -366 -15%
SPC
1769
Spirepoint Private Client
Florida
$2.29M +$13.2K +15 +0.7%
CFMC
1770
Curbstone Financial Management Corp
New Hampshire
$2.29M +$852K +970 +82%
AWM
1771
Allen Wealth Management
North Carolina
$2.29M -$329K -375 -15%
AIP
1772
Almanack Investment Partners
Pennsylvania
$2.29M +$1.89M +2,149 New
ASA
1773
Axxion S.A.
Luxembourg
$2.29M +$1.89M +2,147 New
UAG
1774
United Advisor Group
Ohio
$2.29M +$70.3K +80 +4%
CFCS
1775
CDM Financial Counseling Services
Connecticut
$2.28M -$180K -205 -9%
69 70
71
72 73