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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2301
True Wealth Design
Ohio
$69K – – –
QL
2302
Quarry LP
New York
$68.8K +$36.1K +133 +112%
SJIM
2303
St. Johns Investment Management
Florida
$68.3K -$109K -400 -62%
CFFP
2304
Center for Financial Planning
Michigan
$68.3K – – –
PCA
2305
Providence Capital Advisors
North Carolina
$68.3K +$1.36K +5 +2%
RCG
2306
Rock Creek Group
District of Columbia
$67.4K -$37.4K -138 -36%
PPC
2307
Park Place Capital
Alabama
$67.4K +$1.08K +4 +2%
JFA
2308
JNBA Financial Advisors
Minnesota
$67.2K +$7.33K +27 +12%
CYG
2309
Clean Yield Group
Vermont
$66.8K – – –
MIM
2310
Macroview Investment Management
Maryland
$66.6K +$58.1K +214 +713%
DAC
2311
Dividend Assets Capital
South Carolina
$63K – – –
CCMI
2312
Creative Capital Management Investments
California
$62.2K +$10.3K +38 +20%
HCM
2313
Horrell Capital Management
Arkansas
$62K – – –
N
2314
Natixis
France
$60.9K +$60.5K +223 New
BCA
2315
Bray Capital Advisors
Florida
$60.5K +$271 +1 +0.5%
MWA
2316
Moser Wealth Advisors
Washington
$60.1K – – –
CH
2317
Canton Hathaway
Rhode Island
$59K – – –
HWM
2318
Horizons Wealth Management
North Carolina
$57.5K – – –
APW
2319
Atlantic Private Wealth
North Carolina
$57K +$271 +1 +0.5%
OLVIG
2320
Oliver Lagore Vanvalin Investment Group
Michigan
$56.2K – – –
SWA
2321
SOA Wealth Advisors
New York
$55.6K -$60K -221 -52%
ECM
2322
Estabrook Capital Management
New York
$54.6K -$27.1K -100 -33%
CCC
2323
Chelsea Counsel Company
California
$54.6K – – –
MDCM
2324
Morgan Dempsey Capital Management
Wisconsin
$54.6K – – –
YAL
2325
Your Advocates Ltd
Texas
$54.6K +$54.3K +200 New
91 92
93
94 95