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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2251
Raffa Wealth Management
District of Columbia
$14.1K – – –
GWSA
2252
Global Wealth Strategies & Associates
Colorado
$13.7K +$12.4K +57 New
KFS
2253
Kelly Financial Services
Massachusetts
$12.7K – – –
CSWM
2254
Cassady Schiller Wealth Management
Ohio
$12K +$10.9K +50 New
QL
2255
Quarry LP
New York
$10.3K +$9.36K +43 New
AF
2256
Affiance Financial
Minnesota
$9.82K +$8.93K +41 New
TCM
2257
TD Capital Management
Tennessee
$9.78K – – –
SCA
2258
Stuart Chaussee & Associates
California
$9.58K – – –
AP
2259
Arlington Partners
Alabama
$9.1K – – –
CCA
2260
Cadent Capital Advisors
Oklahoma
$8.24K +$7.4K +34 New
DWP
2261
Destiny Wealth Partners
Florida
$7.91K – – –
ETC
2262
Exchange Traded Concepts
Oklahoma
$7.43K -$4.35K -20 -39%
LG
2263
LAM Group
Oregon
$7.19K +$6.53K +30 New
ACA
2264
Atlas Capital Advisors
Wyoming
$6.95K – – –
TJHA
2265
Thomas J. Herzfeld Advisors
Florida
$6.95K – – –
PS
2266
PayPay Securities
Japan
$6.23K +$5.66K +26 New
TAM
2267
Tucker Asset Management
Colorado
$6K – – –
NC
2268
NewSquare Capital
Pennsylvania
$5.99K – – –
DF
2269
DecisionPoint Financial
Arizona
$5.99K +$5.44K +25 New
PFG
2270
Piershale Financial Group
Illinois
$5.99K +$5.44K +25 New
TFM
2271
TFC Financial Management
Massachusetts
$5.78K – – –
AFG
2272
Albion Financial Group
Utah
$5.51K – – –
NMG
2273
New Millennium Group
Utah
$5.27K +$653 +3 +16%
HH
2274
HWG Holdings
Texas
$5K – – –
SWM
2275
Sanctuary Wealth Management
Idaho
$4.79K +$4.35K +20 New
89 90
91
92 93