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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
2051
Compass Financial Group (South Dakota)
South Dakota
$317K +$778 +3 +0.3%
PWM
2052
Purus Wealth Management
California
$317K -$11.4K -44 -4%
AFPL
2053
Advus Financial Partners, LLC
Florida
$316K +$16.9K +65 +6%
GCM
2054
Graham Capital Management
Connecticut
$316K +$43.6K +168 +19%
SWM
2055
Selective Wealth Management
Virginia
$316K +$6.49K +25 +2%
PWW
2056
Pettyjohn Wood & White
Virginia
$315K -$5.71K -22 -2%
MSAM
2057
Moloney Securities Asset Management
Missouri
$315K +$11.9K +46 +5%
HCM
2058
Hengehold Capital Management
Ohio
$314K – – –
OFG
2059
Oxford Financial Group
Indiana
$313K +$31.4K +121 +13%
MJRIC
2060
Mogy Joel R Investment Counsel
California
$313K – – –
SFC
2061
SYM Financial Corp
Indiana
$313K +$16.9K +65 +7%
GIM
2062
Greylin Investment Management
Virginia
$310K – – –
CAM
2063
CenterStar Asset Management
Illinois
$310K +$272K +1,050 New
BCM
2064
Beddow Capital Management
Wyoming
$310K – – –
FP
2065
Financial Perspectives
Minnesota
$310K +$11.2K +43 +4%
RBCM
2066
Raub Brock Capital Management
California
$309K -$6.23K -24 -2%
PWA
2067
Peterson Wealth Advisors
Utah
$309K +$778 +3 +0.3%
TW
2068
Traveka Wealth
California
$309K +$271K +1,044 New
PWA
2069
Providence Wealth Advisors
Illinois
$309K -$1.15M -4,442 -39%
MWM
2070
MinichMacGregor Wealth Management
New York
$308K +$23.1K +89 +9%
CFA
2071
CWS Financial Advisors
Michigan
$307K -$77.8K -300 -22%
OWA
2072
Octavia Wealth Advisors
Ohio
$306K +$269K +1,036 New
SSA
2073
Schonfeld Strategic Advisors
New York
$306K -$39.3M -151,580 -99%
MAM
2074
Meeder Asset Management
Ohio
$305K +$4.93K +19 +2%
OFA
2075
Onyx Financial Advisors
Idaho
$305K +$267K +1,031 New
81 82
83
84 85