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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
2176
Center For Asset Management
Florida
$773K -$83.4K -150 -10%
WFAG
2177
Wescott Financial Advisory Group
Pennsylvania
$772K +$266K +478 +55%
VW
2178
Vantus Wealth
Pennsylvania
$771K +$748K +1,346 New
MWM
2179
Meadowbrook Wealth Management
New York
$771K +$97.3K +175 +15%
TW
2180
Traveka Wealth
California
$770K -$19.5K -35 -3%
QWM
2181
Quadcap Wealth Management
Texas
$769K +$114K +206 +18%
CI
2182
CacheTech Inc
Utah
$768K +$11.7K +21 +2%
MWS
2183
MFA Wealth Services
California
$768K -$115K -207 -13%
OFS
2184
Orrstown Financial Services
Pennsylvania
$768K -$11.7K -21 -2%
4WM
2185
44 Wealth Management
Oregon
$766K -$16.1K -29 -2%
LCM
2186
Lazari Capital Management
California
$765K -$4.45K -8 -0.6%
MWM
2187
McMill Wealth Management
Nebraska
$762K – – –
NERM
2188
New England Research & Management
Illinois
$762K +$740K +1,331 New
CPC
2189
Congress Park Capital
New York
$762K -$106K -190 -13%
SB
2190
Sunflower Bank
Texas
$761K +$16.7K +30 +2%
UFF
2191
USA Financial Formulas
Michigan
$761K +$523K +941 +243%
MIFH
2192
Migdal Insurance & Financial Holdings
Israel
$760K +$23.9K +43 +3%
DJYG
2193
David J. Yvars Group
Florida
$760K +$27.2K +49 +4%
RF
2194
Rossby Financial
Florida
$759K -$1.15M -2,067 -61%
WMA
2195
Wealth Management Associates
New Jersey
$759K – – –
RFA
2196
Register Financial Advisors
Georgia
$758K +$157K +282 +27%
PCI
2197
Planning Center Inc
Illinois
$758K -$24.5K -44 -3%
PFW
2198
Petros Family Wealth
Minnesota
$757K -$88.9K -160 -11%
WG
2199
Wellington Group
Indiana
$757K +$734K +1,321 New
EA
2200
Enclave Advisors
Texas
$755K +$338K +608 +86%
86 87
88
89 90