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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2101
AdvisorShares Investments
Maryland
$461K -$25.2K -65 -5%
AFT
2102
Alpha Family Trust
California
$461K – – –
NLP
2103
Next Level Private
New York
$461K – – –
EFG
2104
Ethos Financial Group
Pennsylvania
$460K +$197K +509 +68%
CAWM
2105
Capital Advisors Wealth Management
Washington
$460K +$39.9K +103 +9%
TWM
2106
Tumwater Wealth Management
Idaho
$459K +$491K +1,266 New
MFG
2107
Monte Financial Group
Connecticut
$459K -$3.88K -10 -0.8%
QWM
2108
Quadcap Wealth Management
Texas
$458K -$512K -1,320 -51%
PCM
2109
Penserra Capital Management
California
$458K +$474K +1,223 +2,912%
WHCI
2110
W.H. Cornerstone Investments
Massachusetts
$458K +$489K +1,262 New
CWM
2111
Crowley Wealth Management
Delaware
$458K +$489K +1,262 New
DTC
2112
Davidson Trust Company
Washington
$458K -$23.3K -60 -5%
NB
2113
Northwest Bancshares
Pennsylvania
$457K -$19.4K -50 -4%
CAC
2114
Core Alternative Capital
Georgia
$457K +$5.04K +13 +1%
JWM
2115
Jupiter Wealth Management
Colorado
$456K – – –
GSIAS
2116
Garden State Investment Advisory Services
New Jersey
$455K +$41.1K +106 +9%
FHWM
2117
Fox Hill Wealth Management
Massachusetts
$455K -$2.26M -5,820 -82%
TW
2118
Traveka Wealth
California
$454K +$28.3K +73 +6%
LFASL
2119
Lugano Financial Advisors SA (LFA)
Switzerland
$453K – – –
MFA
2120
Millington Financial Advisors
Illinois
$453K +$1.55K +4 +0.3%
TVAMP
2121
Tennessee Valley Asset Management Partners
Tennessee
$452K -$79.1K -204 -14%
IA
2122
Intellus Advisors
Florida
$452K +$483K +1,246 New
BWP
2123
Balboa Wealth Partners
Arizona
$452K +$105K +271 +28%
BBA
2124
Braun-Bostich & Associates
Pennsylvania
$451K +$3.1K +8 +0.6%
OSNBOA
2125
Old Second National Bank of Aurora
Illinois
$450K +$776 +2 +0.2%
83 84
85
86 87