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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
2076
Destiny Wealth Partners
Florida
$41K – – –
MFM
2077
MD Financial Management
Ontario, Canada
$41K – – –
SAM
2078
Strategic Asset Management
Minnesota
$41K +$201 +1 +0.5%
KFP
2079
KB Financial Partners
New Jersey
$41K +$39.5K +196 New
IAS
2080
IMA Advisory Services
Colorado
$41K +$40.3K +200 New
AA
2081
AlphaMark Advisors
Kentucky
$39K – – –
ACM
2082
Antonetti Capital Management
Florida
$39K – – –
PMFA
2083
Plante Moran Financial Advisors
Michigan
$38K -$158K -785 -81%
CAM
2084
Close Asset Management
United Kingdom
$38K -$71.9K -357 -66%
WWM
2085
Wolff Wiese Magana
California
$38K – – –
SC
2086
Sierra Capital
Florida
$38K +$37.5K +186 New
MWC
2087
MBM Wealth Consultants
Missouri
$37K – – –
S
2088
Surevest
California
$37K +$36.2K +180 New
IPW
2089
IronBridge Private Wealth
Texas
$34K – – –
MWM
2090
Mascoma Wealth Management
New Hampshire
$32K -$50.3K -250 -62%
MUMSS
2091
Mitsubishi UFJ Morgan Stanley Securities
Japan
$31K -$32.2K -160 -52%
SIA
2092
SkyView Investment Advisors
New Jersey
$31K +$30.4K +151 New
BHWM
2093
Beaird Harris Wealth Management
Texas
$31K +$30.6K +152 New
CFG
2094
CKW Financial Group
Hawaii
$30K – – –
LS
2095
Leelyn Smith
Illinois
$30K – – –
LF
2096
Lee Financial
Texas
$30K +$3.83K +19 +15%
PO
2097
Private Ocean
California
$29K +$8.26K +41 +41%
AFS
2098
Annapolis Financial Services
Maryland
$28K -$9.87K -49 -27%
CMA
2099
Cedar Mountain Advisors
Oregon
$28K – – –
MIFH
2100
Migdal Insurance & Financial Holdings
Israel
$27K -$92.1M -457,369 -100%
82 83
84
85 86