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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2101
Mark Sheptoff Financial Planning
Connecticut
$27K +$16.1K +80 +154%
CA
2102
Crewe Advisors
Utah
$27K +$20.1K +100 +323%
IHWM
2103
Iron Horse Wealth Management
Iowa
$26K – – –
ETC
2104
Exchange Traded Concepts
Oklahoma
$24K -$5.2M -25,808 -100%
FFG
2105
Ford Financial Group
California
$24K +$23.6K +117 New
WA
2106
WestEnd Advisors
North Carolina
$24K +$23.4K +116 New
VCM
2107
Versant Capital Management
Arizona
$23K +$1.21K +6 +6%
EWM
2108
Elmwood Wealth Management
California
$23K +$22.1K +110 New
TIM
2109
Tortoise Investment Management
New York
$22K – – –
CAL
2110
Capital Advisors Ltd
Ohio
$22K +$21.1K +105 New
FPB
2111
First PREMIER Bank
South Dakota
$21K – – –
SMG
2112
Spectrum Management Group
Indiana
$21K – – –
TH
2113
TCTC Holdings
Texas
$21K – – –
TLCM
2114
Twin Lakes Capital Management
California
$21K – – –
BAM
2115
Bellevue Asset Management
Washington
$21K +$201 +1 +1%
FCMT
2116
Founders Capital Management (Texas)
Texas
$17K – – –
HS
2117
Horan Securities
United States
$17K +$16.1K +80 New
LWA
2118
Lowe Wealth Advisors
Maryland
$16K – – –
KLWA
2119
Kelly Lawrence W & Associates
California
$16K +$15.9K +79 New
JRFS
2120
James Reed Financial Services
Ohio
$15K +$15.1K +75 New
BC
2121
Belmont Capital
California
$14K – – –
IAG
2122
Investmark Advisory Group
Connecticut
$14K +$13.7K +68 New
BA
2123
Bellwether Advisors
Nebraska
$13K – – –
RWM
2124
Raffa Wealth Management
District of Columbia
$12.2K – – –
AP
2125
Arlington Partners
Alabama
$12K -$58K -288 -83%
83 84
85
86 87