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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
2201
MBM Wealth Consultants
Missouri
$40K – – –
CAL
2202
Capital Advisors Ltd
Ohio
$38K +$5.8K +24 +17%
AA
2203
AlphaMark Advisors
Kentucky
$38K +$15.7K +65 +65%
CWM
2204
Compass Wealth Management
Connecticut
$37.8K – – –
KHC
2205
Koesten Hirschmann & Crabtree
Kansas
$37.1K +$484 +2 +1%
WAM
2206
WFA Asset Management
Wisconsin
$37.1K +$39.2K +162 New
HFS
2207
HBC Financial Services
Washington
$37K +$242 +1 +0.6%
MIA
2208
Milestone Investment Advisors
Wisconsin
$36.6K +$38.7K +160 New
PCM
2209
Pointe Capital Management
Michigan
$36.6K +$38.7K +160 New
HC
2210
Hoese & Co
Minnesota
$35.9K – – –
LF
2211
Lee Financial
Texas
$35.5K -$725 -3 -2%
SIA
2212
SkyView Investment Advisors
New Jersey
$35K – – –
MS
2213
Mizuho Securities
Japan
$34.3K +$33.8K +140 +1,400%
MWM
2214
Mascoma Wealth Management
New Hampshire
$33.9K – – –
AWM
2215
Abound Wealth Management
Tennessee
$33K +$20.1K +83 +136%
RI
2216
Ridgewood Investments
New Jersey
$31.6K +$33.4K +138 New
TFM
2217
TFC Financial Management
Massachusetts
$31.4K +$27.3K +113 +471%
RFA
2218
Resurgent Financial Advisors
Georgia
$30.9K -$369K -1,525 -92%
MSFP
2219
Mark Sheptoff Financial Planning
Connecticut
$30.2K – – –
CB
2220
Centennial Bank
Arkansas
$30K – – –
BAM
2221
Bellevue Asset Management
Washington
$28.4K – – –
RAM
2222
Riggs Asset Management
Pennsylvania
$27.9K – – –
M
2223
MOTCO
Texas
$27.5K – – –
IHWM
2224
Iron Horse Wealth Management
Iowa
$26.5K – – –
ACM
2225
Antonetti Capital Management
Florida
$26.3K – – –
87 88
89
90 91