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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
2251
Cassady Schiller Wealth Management
Ohio
$11.4K – – –
MWA
2252
Miller Wealth Advisors
Colorado
$11K -$218K -900 -90%
KFS
2253
Kelly Financial Services
Massachusetts
$10.8K -$1.45K -6 -11%
TCM
2254
TD Capital Management
Tennessee
$9.37K – – –
SCA
2255
Stuart Chaussee & Associates
California
$9.15K – – –
TAM
2256
Tucker Asset Management
Colorado
$8.47K +$2.9K +12 +48%
CCA
2257
Cadent Capital Advisors
Oklahoma
$7.91K +$242 +1 +3%
M1FG
2258
Mach-1 Financial Group
Arkansas
$7.32K -$874K -3,614 -99%
MIM
2259
Macroview Investment Management
Maryland
$6.87K -$12.1K -50 -63%
LG
2260
LAM Group
Oregon
$6.87K – – –
NMG
2261
New Millennium Group
Utah
$6.66K +$1.69K +7 +32%
RWPA
2262
Richard W. Paul & Associates
Michigan
$6.64K -$29K -120 -81%
TJHA
2263
Thomas J. Herzfeld Advisors
Florida
$6.64K – – –
PCM
2264
Penserra Capital Management
California
$6K -$387K -1,602 -98%
DF
2265
DecisionPoint Financial
Arizona
$5.72K – – –
NC
2266
NewSquare Capital
Pennsylvania
$5.72K – – –
PFG
2267
Piershale Financial Group
Illinois
$5.72K – – –
AFG
2268
Albion Financial Group
Utah
$5.26K – – –
HH
2269
HWG Holdings
Texas
$5.03K – – –
AWM
2270
Activest Wealth Management
Florida
$4.38K +$4.59K +19 New
PS
2271
PayPay Securities
Japan
$4.12K -$1.93K -8 -31%
VF
2272
VitalStone Financial
Texas
$3K -$40.1K -166 -91%
RTL
2273
Red Tortoise LLC
Georgia
$2.52K – – –
IRAG
2274
Investment Research & Advisory Group
Georgia
$2.29K – – –
2L
2275
25 LLC
Missouri
$1.29K +$1.45K +6 New
89 90
91
92 93