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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRG
1901
Cornerstone Retirement Group
Nevada
$295K -$6.69K -30 -2%
FC
1902
FCA Corp
Texas
$295K – – –
BONST
1903
Bank of Nova Scotia Trust
Ontario, Canada
$295K +$44.6K +200 +20%
DCM
1904
Dudley Capital Management
Virginia
$295K -$30.8K -138 -10%
CWA
1905
CJM Wealth Advisers
Virginia
$294K +$223 +1 +0.1%
CCM
1906
Canal Capital Management
Virginia
$294K +$1.11K +5 +0.4%
MAM
1907
Marotta Asset Management
Virginia
$293K +$266K +1,192 New
TA
1908
TruWealth Advisors
Louisiana
$293K +$223 +1 +0.1%
BF
1909
Brogan Financial
Tennessee
$292K +$892 +4 +0.3%
LWP
1910
Lumature Wealth Partners
Georgia
$292K -$3.12K -14 -1%
FOA
1911
Five Oceans Advisors
California
$292K +$5.8K +26 +2%
WCA
1912
Westover Capital Advisors
Delaware
$291K +$223 +1 +0.1%
KAM
1913
KEB Asset Management
Illinois
$290K -$12K -54 -4%
ETIA
1914
Epic Trust Investment Advisors
Washington
$290K +$5.13K +23 +2%
APW
1915
Austin Private Wealth
Texas
$290K +$45.9K +206 +21%
MVA
1916
Mount Vernon Associates
Maryland
$289K – – –
MFP
1917
Meridian Financial Partners
Virginia
$289K +$247K +1,106 New
OPTFSNA
1918
Old Point Trust & Financial Services N A
Virginia
$289K – – –
AF
1919
Apexium Financial
Texas
$289K +$44.1K +198 +20%
LWM
1920
Liberty Wealth Management
California
$288K -$45.9K -206 -15%
RCG
1921
Regatta Capital Group
California
$288K -$51.3K -230 -16%
CSIA
1922
Charles Schwab Investment Advisory
California
$288K +$261K +1,170 New
JWM
1923
Jessup Wealth Management
Ohio
$288K +$1.11K +5 +0.4%
CA
1924
CapWealth Advisors
Tennessee
$288K -$3.79K -17 -1%
EWM
1925
Executive Wealth Management
Michigan
$287K +$12.3K +55 +5%
75 76
77
78 79