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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
1901
TCTC Holdings
Texas
$19K – – –
TLCM
1902
Twin Lakes Capital Management
California
$19K – – –
EWA
1903
Evolution Wealth Advisors
Florida
$15K – – –
FCMT
1904
Founders Capital Management (Texas)
Texas
$15K – – –
LWA
1905
Lowe Wealth Advisors
Maryland
$15K – – –
BC
1906
Belmont Capital
California
$13K – – –
BA
1907
Bellwether Advisors
Nebraska
$12K -$629K -3,022 -98%
TLFA
1908
True Link Financial Advisors
California
$12K – – –
RWM
1909
Raffa Wealth Management
District of Columbia
$11.3K – – –
UFF
1910
USA Financial Formulas
Michigan
$11K -$1.83M -8,769 -99%
M
1911
MOTCO
Texas
$11K – – –
KFS
1912
Kelly Financial Services
Massachusetts
$10.2K – – –
AWM
1913
Atticus Wealth Management
Florida
$10K -$130K -623 -92%
MSFP
1914
Mark Sheptoff Financial Planning
Connecticut
$10K -$44.8K -215 -81%
CCM
1915
Carderock Capital Management
Maryland
$10K +$10.4K +50 New
GCM
1916
Gladius Capital Management
Illinois
$10K +$10.8K +52 New
MIM
1917
Meridiem Investment Management
United Kingdom
$8K – – –
TCM
1918
TD Capital Management
Tennessee
$8K – – –
SQA
1919
Simon Quick Advisors
New Jersey
$7K -$66.2K -318 -89%
CA
1920
Crewe Advisors
Utah
$6K -$8.12K -39 -56%
AWM
1921
Activest Wealth Management
Florida
$6K -$6.87K -33 -52%
IF
1922
Ironwood Financial
Arizona
$6K – – –
MIM
1923
Macroview Investment Management
Maryland
$6K – – –
TFM
1924
TFC Financial Management
Massachusetts
$5K – – –
CWM
1925
Cranbrook Wealth Management
Michigan
$5K +$5.21K +25 New
75 76
77
78 79