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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2426
MKT Advisors
California
$222K +$347 +1 +0.1%
LWM
2427
LongView Wealth Management
Georgia
$221K -$24.6K -71 -10%
ACP
2428
Aveo Capital Partners
Colorado
$221K -$66.9K -193 -23%
RMF
2429
Red Mountain Financial
Colorado
$220K +$229K +661 New
VWM
2430
Vigilare Wealth Management
Arizona
$220K +$3.81K +11 +2%
BOPW
2431
Brandywine Oak Private Wealth
Pennsylvania
$220K – – –
GAA
2432
Global Assets Advisory
Florida
$220K +$208K +600 +1,000%
PS
2433
Planned Solutions
California
$220K – – –
KA
2434
Klingman & Associates
New York
$219K +$3.47K +10 +2%
TW
2435
Towerpoint Wealth
California
$219K +$17.3K +50 +8%
CFS
2436
Coordinated Financial Services
Colorado
$219K – – –
AF
2437
Aldebaran Financial
$219K +$28.4K +82 +14%
DWM
2438
Dechtman Wealth Management
Colorado
$219K +$693 +2 +0.3%
PWP
2439
Phillips Wealth Planners
Mississippi
$219K +$20.8K +60 +10%
OFS
2440
OMC Financial Services
New York
$218K – – –
LJAC
2441
L.J. Altfest & Co
New York
$218K +$8.32K +24 +4%
DFA
2442
Delta Financial Advisors
Louisiana
$218K – – –
ACP
2443
Aviance Capital Partners
Florida
$217K +$226K +652 New
GJIA
2444
Glass Jacobson Investment Advisors
Maryland
$217K – – –
CMS
2445
Capital Market Strategies
Florida
$217K +$225K +650 New
JPLA
2446
Joseph P. Lucia & Associates
New York
$217K – – –
BPFA
2447
Barnes Pettey Financial Advisors
Mississippi
$217K – – –
PB
2448
Pinnacle Bancorp
Nebraska
$216K – – –
GGI
2449
Godsey & Gibb Inc
Virginia
$216K +$20.8K +60 +10%
GAM
2450
GEM Asset Management
Michigan
$216K – – –
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