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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WMN
2426
Wealth Management Nebraska
Nebraska
$736K +$21.5K +31 +3%
ACA
2427
Arsenal Capital Advisors
Pennsylvania
$736K +$2.08K +3 +0.3%
DG
2428
Dala Group
Illinois
$735K +$17.3K +25 +2%
SEP
2429
Southland Equity Partners
Missouri
$734K +$73.4K +106 +11%
NEWAS
2430
N.E.W. Advisory Services
Wisconsin
$734K +$5.54K +8 +0.8%
CPC
2431
CFC Planning Company
Indiana
$733K -$3.83M -5,531 -84%
EBSAM
2432
Eubel Brady & Suttman Asset Management
Ohio
$733K +$13.9K +20 +2%
APW
2433
Aventura Private Wealth
Florida
$732K – – –
VIPI
2434
Vista Investment Partners II
Indiana
$732K -$50.6K -73 -7%
SNBOSCI
2435
Security National Bank of Sioux City Iowa
Iowa
$730K -$23.5K -34 -3%
JWM
2436
Jupiter Wealth Management
Colorado
$729K – – –
SWIM
2437
Smallwood Wealth Investment Management
New Jersey
$729K – – –
PWP
2438
Private Wealth Partners
California
$728K – – –
MSWM
2439
Mowery & Schoenfeld Wealth Management
Illinois
$726K -$10.4K -15 -1%
AMPWP
2440
Alvarez & Marsal Private Wealth Partners
Florida
$726K +$710K +1,025 New
PCS
2441
Personal CFO Solutions
New Jersey
$726K +$117K +169 +20%
LPAM
2442
Lodestar Private Asset Management
California
$725K +$10.4K +15 +1%
GAA
2443
Global Assets Advisory
Florida
$722K +$6.93K +10 +1%
WWMP
2444
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$721K -$238K -343 -25%
CW
2445
Channel Wealth
California
$721K -$128K -185 -15%
TWD
2446
True Wealth Design
Ohio
$721K – – –
BTWM
2447
Baker Tilly Wealth Management
Wisconsin
$721K -$40.9K -59 -5%
LWA
2448
Ledgewood Wealth Advisors
New Hampshire
$721K – – –
SDWMA
2449
Schneider Downs Wealth Management Advisors
Pennsylvania
$719K – – –
AIA
2450
Arbor Investment Advisors
North Carolina
$718K – – –
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