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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2051
Arlington Partners
Alabama
$7K – – –
SCA
2052
Stuart Chaussee & Associates
California
$7K +$8.43K +40 New
DWP
2053
Destiny Wealth Partners
Florida
$6K +$6.95K +33 New
AFG
2054
Albion Financial Group
Utah
$5K -$316K -1,500 -98%
FCG
2055
Financial Connections Group
California
$5K – – –
MIM
2056
Macroview Investment Management
Maryland
$5K – – –
MUMSS
2057
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K – – –
TJHA
2058
Thomas J. Herzfeld Advisors
Florida
$5K +$6.11K +29 New
BMD
2059
Better Money Decisions
New Mexico
$5K +$6.32K +30 New
NC
2060
NewSquare Capital
Pennsylvania
$4K – – –
TFM
2061
TFC Financial Management
Massachusetts
$4K – – –
CAC
2062
Certified Advisory Corp
Florida
$3K -$220K -1,042 -99%
AWM
2063
Activest Wealth Management
Florida
$3K – – –
SFCL
2064
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
NMG
2065
New Millennium Group
Utah
$3K +$4K +19 New
RIM
2066
Rockbridge Investment Management
New York
$2.32K – – –
SFA
2067
Semmax Financial Advisors
North Carolina
$2K -$16.6K -79 -89%
IRAG
2068
Investment Research & Advisory Group
Georgia
$2K – – –
UFF
2069
USA Financial Formulas
Michigan
$2K +$1.48K +7 +233%
TWP
2070
TFO Wealth Partners
Ohio
$2K +$1.9K +9 New
FSWA
2071
Financial Synergies Wealth Advisors
Texas
$1.79K +$2.11K +10 New
TCM
2072
Tradewinds Capital Management
Washington
$1K -$55.4K -263 -99%
PG
2073
Proffitt & Goodson
Tennessee
$1K – – –
PI
2074
PEAK6 Investments
Illinois
$684 +$632 +3 New
AAM
2075
Ardevora Asset Management
United Kingdom
– -$71.4M -320,377 Closed
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83
84 85