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Caterpillar

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