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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1876
Wolff Wiese Magana
California
$35K -$2.5K -12 -6%
MWC
1877
MBM Wealth Consultants
Missouri
$35K +$5.21K +25 +16%
AFS
1878
Annapolis Financial Services
Maryland
$35K +$15.4K +74 +68%
SAI
1879
Systematic Alpha Investments
New Jersey
$32K +$32.7K +157 New
WWMSC
1880
Wagner Wealth Management (South Carolina)
South Carolina
$31K -$62.5K -300 -66%
IPW
1881
IronBridge Private Wealth
Texas
$31K – – –
HFS
1882
HBC Financial Services
Washington
$31K +$208 +1 +0.6%
ODG
1883
O'Dell Group
Ohio
$31K +$33.9K +163 New
CFG
1884
CKW Financial Group
Hawaii
$29K – – –
WA
1885
WestEnd Advisors
North Carolina
$28K – – –
IWA
1886
IBEX Wealth Advisors
New Jersey
$28K -$1.13M -5,405 -97%
GFPC
1887
Global Financial Private Client
Florida
$27.4K – – –
LS
1888
Leelyn Smith
Illinois
$27K – – –
CMA
1889
Cedar Mountain Advisors
Oregon
$26K +$8.96K +43 +47%
DFCM
1890
Dark Forest Capital Management
Puerto Rico
$24K -$111K -535 -81%
LF
1891
Lee Financial
Texas
$24K -$31.2K -150 -55%
IHWM
1892
Iron Horse Wealth Management
Iowa
$24K -$20.8K -100 -44%
RA
1893
Resolute Advisors
California
$23K -$1.67K -8 -6%
FCM
1894
Firestone Capital Management
Florida
$23K – – –
VCM
1895
Versant Capital Management
Arizona
$20K -$24.4K -117 -53%
BAM
1896
Bellevue Asset Management
Washington
$20K – – –
TIM
1897
Tortoise Investment Management
New York
$20K – – –
PO
1898
Private Ocean
California
$19K -$62.5K -300 -75%
FPB
1899
First PREMIER Bank
South Dakota
$19K – – –
SMG
1900
Spectrum Management Group
Indiana
$19K – – –
74 75
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77 78