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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1751
Sanchez Wealth Management Group
Florida
$419K -$24.1K -89 -5%
BEW
1752
Burton Enright Welch
California
$418K – – –
FWP
1753
Firethorn Wealth Partners
Georgia
$417K +$1.63K +6 +0.4%
GBT
1754
Grove Bank & Trust
Florida
$417K -$27.1K -100 -6%
AC
1755
Avestar Capital
New York
$416K -$14.1K -52 -3%
CFCI
1756
Comprehensive Financial Consultants Institutional
Indiana
$414K +$4.07K +15 +1%
SCA
1757
Sandy Cove Advisors
Massachusetts
$414K +$63.5K +234 +18%
IFU
1758
iSAM Funds (UK)
United Kingdom
$414K -$27.4K -101 -6%
EWM
1759
Executive Wealth Management
Michigan
$413K +$94.4K +348 +30%
RWM
1760
RKL Wealth Management
Pennsylvania
$413K -$19K -70 -4%
AWP
1761
Abacus Wealth Partners
California
$413K – – –
CRWM
1762
Castle Rock Wealth Management
California
$412K +$187K +690 +80%
GCM
1763
Gallacher Capital Management
Colorado
$411K +$409K +1,506 New
BB
1764
Bell Bank
North Dakota
$410K -$1.36K -5 -0.3%
BIA
1765
Bigelow Investment Advisors
Maine
$410K – – –
RC
1766
RBO & Co
California
$410K – – –
IIC
1767
Integrated Investment Consultants
Michigan
$410K +$10K +37 +3%
CCM
1768
Chickasaw Capital Management
Tennessee
$409K – – –
TA
1769
Tectonic Advisors
Texas
$408K +$1.36K +5 +0.3%
CWM
1770
C2C Wealth Management
Arizona
$408K – – –
CFAM
1771
Center For Asset Management
Florida
$408K +$271 +1 +0.1%
SEM
1772
Strategic Equity Management
Arizona
$407K +$1.9K +7 +0.5%
TW
1773
TrinityPoint Wealth
Connecticut
$405K +$271 +1 +0.1%
WSWA
1774
Warren Street Wealth Advisors
California
$405K +$1.9K +7 +0.5%
DLG
1775
Daniel L. Goodwin
$404K +$119K +440 +42%
69 70
71
72 73