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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
2101
Capital Advisory Group Advisory Services
Minnesota
$45K +$41.9K +200 New
KFP
2102
KB Financial Partners
New Jersey
$43K -$1.05K -5 -3%
CAC
2103
Core Alternative Capital
Georgia
$43K +$36.3K +173 +786%
AA
2104
AlphaMark Advisors
Kentucky
$42K – – –
SC
2105
Sierra Capital
Florida
$41K – – –
WWM
2106
Wolff Wiese Magana
California
$41K – – –
MWC
2107
MBM Wealth Consultants
Missouri
$40K – – –
PP
2108
Paloma Partners
Connecticut
$39K -$3.16M -15,075 -99%
RAM
2109
Riggs Asset Management
Pennsylvania
$38K -$12.8K -61 -26%
CAM
2110
Close Asset Management
United Kingdom
$38K – – –
BHWM
2111
Beaird Harris Wealth Management
Texas
$37K +$2.73K +13 +9%
MWM
2112
Mascoma Wealth Management
New Hampshire
$35K – – –
SIA
2113
SkyView Investment Advisors
New Jersey
$34K – – –
AIM
2114
Arcadia Investment Management
Michigan
$33K +$31.5K +150 New
LS
2115
Leelyn Smith
Illinois
$32K – – –
PO
2116
Private Ocean
California
$32K +$419 +2 +1%
SMG
2117
Spectrum Management Group
Indiana
$31K +$8.18K +39 +39%
CMA
2118
Cedar Mountain Advisors
Oregon
$30K – – –
CA
2119
Crewe Advisors
Utah
$29K – – –
MSFP
2120
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
NWM
2121
Nauset Wealth Management
Connecticut
$29K +$27.7K +132 New
ACA
2122
Atlas Capital Advisors
Wyoming
$28.7K -$45.5K -217 -63%
BA
2123
Bivin & Associates
Oklahoma
$28K -$22.6K -108 -46%
LF
2124
Lee Financial
Texas
$27K -$5.03K -24 -17%
ACM
2125
Antonetti Capital Management
Florida
$26K -$15.7K -75 -39%
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