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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2426
Aveo Capital Partners
Colorado
$221K -$66.9K -193 -23%
RMF
2427
Red Mountain Financial
Colorado
$220K +$229K +661 New
VWM
2428
Vigilare Wealth Management
Arizona
$220K +$3.81K +11 +2%
BOPW
2429
Brandywine Oak Private Wealth
Pennsylvania
$220K – – –
GAA
2430
Global Assets Advisory
Florida
$220K +$208K +600 +1,000%
PS
2431
Planned Solutions
California
$220K – – –
KA
2432
Klingman & Associates
New York
$219K +$3.47K +10 +2%
TW
2433
Towerpoint Wealth
California
$219K +$17.3K +50 +8%
CFS
2434
Coordinated Financial Services
Colorado
$219K – – –
AF
2435
Aldebaran Financial
$219K +$28.4K +82 +14%
DWM
2436
Dechtman Wealth Management
Colorado
$219K +$693 +2 +0.3%
PWP
2437
Phillips Wealth Planners
Mississippi
$219K +$20.8K +60 +10%
OFS
2438
OMC Financial Services
New York
$218K – – –
LJAC
2439
L.J. Altfest & Co
New York
$218K +$8.32K +24 +4%
DFA
2440
Delta Financial Advisors
Louisiana
$218K – – –
ACP
2441
Aviance Capital Partners
Florida
$217K +$226K +652 New
GJIA
2442
Glass Jacobson Investment Advisors
Maryland
$217K – – –
CMS
2443
Capital Market Strategies
Florida
$217K +$225K +650 New
JPLA
2444
Joseph P. Lucia & Associates
New York
$217K – – –
BPFA
2445
Barnes Pettey Financial Advisors
Mississippi
$217K – – –
PB
2446
Pinnacle Bancorp
Nebraska
$216K – – –
GGI
2447
Godsey & Gibb Inc
Virginia
$216K +$20.8K +60 +10%
GAM
2448
GEM Asset Management
Michigan
$216K – – –
RIM
2449
RW Investment Management
Idaho
$216K -$2.08K -6 -0.9%
NJBEST
2450
New Jersey Better Educational Savings Trust
New Jersey
$216K -$261K -753 -54%
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