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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2176
Traveka Wealth
California
$770K -$19.5K -35 -3%
QWM
2177
Quadcap Wealth Management
Texas
$769K +$114K +206 +18%
CI
2178
CacheTech Inc
Utah
$768K +$11.7K +21 +2%
MWS
2179
MFA Wealth Services
California
$768K -$115K -207 -13%
OFS
2180
Orrstown Financial Services
Pennsylvania
$768K -$11.7K -21 -2%
4WM
2181
44 Wealth Management
Oregon
$766K -$16.1K -29 -2%
LCM
2182
Lazari Capital Management
California
$765K -$4.45K -8 -0.6%
MWM
2183
McMill Wealth Management
Nebraska
$762K – – –
NERM
2184
New England Research & Management
Illinois
$762K +$740K +1,331 New
CPC
2185
Congress Park Capital
New York
$762K -$106K -190 -13%
SB
2186
Sunflower Bank
Texas
$761K +$16.7K +30 +2%
UFF
2187
USA Financial Formulas
Michigan
$761K +$523K +941 +243%
MIFH
2188
Migdal Insurance & Financial Holdings
Israel
$760K +$23.9K +43 +3%
DJYG
2189
David J. Yvars Group
Florida
$760K +$27.2K +49 +4%
RF
2190
Rossby Financial
Florida
$759K -$1.15M -2,067 -61%
WMA
2191
Wealth Management Associates
New Jersey
$759K – – –
RFA
2192
Register Financial Advisors
Georgia
$758K +$157K +282 +27%
PCI
2193
Planning Center Inc
Illinois
$758K -$24.5K -44 -3%
PFW
2194
Petros Family Wealth
Minnesota
$757K -$88.9K -160 -11%
WG
2195
Wellington Group
Indiana
$757K +$734K +1,321 New
EA
2196
Enclave Advisors
Texas
$755K +$338K +608 +86%
SCI
2197
Silver Coast Investments
United States
$754K -$42.8K -77 -6%
GWM
2198
Gibbs Wealth Management
Georgia
$754K -$221K -398 -25%
PBF
2199
Petix & Botte Financial
California
$752K – – –
IA
2200
Insight Advisors
Pennsylvania
$751K -$77.3K -139 -10%
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88
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