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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
1976
OFC Financial Planning
New Jersey
$971K – – –
RZH
1977
Relyea Zuckerberg Hanson
Connecticut
$967K +$41.1K +74 +5%
CCFM
1978
Clear Creek Financial Management
Washington
$967K +$98.9K +178 +12%
YIA
1979
YHB Investment Advisors
Connecticut
$966K -$5K -9 -0.5%
PUI
1980
Purpose Unlimited Inc
$964K +$935K +1,683 New
GWM
1981
Goldenstone Wealth Management
California
$963K +$934K +1,681 New
THCM
1982
Taylor Hoffman Capital Management
Virginia
$962K -$6.11K -11 -0.7%
SC
1983
Sepio Capital
Utah
$961K -$280K -503 -23%
VC
1984
Vicus Capital
Pennsylvania
$961K -$84.5K -152 -8%
AI
1985
Axecap Investments
Ohio
$961K +$932K +1,677 New
CAC
1986
Core Alternative Capital
Georgia
$960K +$267K +481 +40%
RWP
1987
Ridgecrest Wealth Partners
California
$957K -$173K -311 -16%
CLP
1988
Charis Legacy Partners
Texas
$957K – – –
B
1989
Bayban
Minnesota
$956K +$928K +1,669 New
WFAG
1990
Worth Financial Advisory Group
North Carolina
$956K -$5.56K -10 -0.6%
BWL
1991
Bogart Wealth LLC
Virginia
$954K -$28.9K -52 -3%
FG
1992
Foster Group
Iowa
$954K +$174K +313 +23%
BIA
1993
Bigelow Investment Advisors
Maine
$953K -$28.3K -51 -3%
CBB
1994
Citizens Business Bank
California
$953K -$1.67K -3 -0.2%
RCA
1995
Ranch Capital Advisors
Florida
$952K +$556 +1 +0.1%
RMAM
1996
Raab & Moskowitz Asset Management
New Jersey
$952K +$37.2K +67 +4%
EI
1997
Ellevest Inc
New York
$952K +$154K +277 +20%
FA
1998
Fagan Associates
New York
$951K -$88.9K -160 -9%
AFC
1999
AFT Forsyth & Company
Florida
$951K – – –
RDWM
2000
Red Door Wealth Management
Tennessee
$949K +$2.22K +4 +0.2%
78 79
80
81 82