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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
2101
Migdal Insurance & Financial Holdings
Israel
$27K -$92.1M -457,369 -100%
MSFP
2102
Mark Sheptoff Financial Planning
Connecticut
$27K +$16.1K +80 +154%
CA
2103
Crewe Advisors
Utah
$27K +$20.1K +100 +323%
IHWM
2104
Iron Horse Wealth Management
Iowa
$26K – – –
ETC
2105
Exchange Traded Concepts
Oklahoma
$24K -$5.2M -25,808 -100%
FFG
2106
Ford Financial Group
California
$24K +$23.6K +117 New
WA
2107
WestEnd Advisors
North Carolina
$24K +$23.4K +116 New
VCM
2108
Versant Capital Management
Arizona
$23K +$1.21K +6 +6%
EWM
2109
Elmwood Wealth Management
California
$23K +$22.1K +110 New
TIM
2110
Tortoise Investment Management
New York
$22K – – –
CAL
2111
Capital Advisors Ltd
Ohio
$22K +$21.1K +105 New
FPB
2112
First PREMIER Bank
South Dakota
$21K – – –
SMG
2113
Spectrum Management Group
Indiana
$21K – – –
TH
2114
TCTC Holdings
Texas
$21K – – –
TLCM
2115
Twin Lakes Capital Management
California
$21K – – –
BAM
2116
Bellevue Asset Management
Washington
$21K +$201 +1 +1%
FCMT
2117
Founders Capital Management (Texas)
Texas
$17K – – –
HS
2118
Horan Securities
United States
$17K +$16.1K +80 New
LWA
2119
Lowe Wealth Advisors
Maryland
$16K – – –
KLWA
2120
Kelly Lawrence W & Associates
California
$16K +$15.9K +79 New
JRFS
2121
James Reed Financial Services
Ohio
$15K +$15.1K +75 New
BC
2122
Belmont Capital
California
$14K – – –
IAG
2123
Investmark Advisory Group
Connecticut
$14K +$13.7K +68 New
BA
2124
Bellwether Advisors
Nebraska
$13K – – –
RWM
2125
Raffa Wealth Management
District of Columbia
$12.2K – – –
83 84
85
86 87