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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2501
Gallacher Capital Management
Colorado
$202K -$41.9K -131 -19%
WC
2502
Whitney & Co
New York
$202K +$176K +550 New
YWS
2503
Yarger Wealth Strategies
Ohio
$201K +$176K +550 New
SPWM
2504
Schrum Private Wealth Management
Florida
$201K +$175K +548 New
CSWM
2505
Cassady Schiller Wealth Management
Ohio
$201K +$79.3K +248 +83%
RG
2506
Retirement Group
California
$199K -$5.9M -18,467 -97%
FPFS
2507
First Personal Financial Services
North Carolina
$195K – – –
CM
2508
Capula Management
Cayman Islands
$193K +$32.6K +102 +24%
DCBT
2509
Dakota Community Bank & Trust
North Dakota
$188K -$5.43K -17 -3%
HIM
2510
Hillsdale Investment Management
Ontario, Canada
$188K +$4.16K +13 +3%
NBT
2511
Northwest Bank & Trust
Iowa
$186K – – –
MRCM
2512
M&R Capital Management
New Jersey
$183K – – –
AWM
2513
Ameliora Wealth Management
Switzerland
$183K +$160K +500 New
FFA
2514
Frazier Financial Advisors
Ohio
$181K +$5.75K +18 +4%
RTC
2515
Riverview Trust Company
Washington
$178K +$155K +485 New
VCM
2516
Versant Capital Management
Arizona
$176K +$10.5K +33 +7%
BFPW
2517
BOK Financial Private Wealth
Colorado
$171K – – –
CMBA
2518
C.M. Bidwell & Associates
Hawaii
$171K +$959 +3 +0.6%
FRA
2519
Front Row Advisors
California
$165K +$144K +450 +45,000%
WBC
2520
West Branch Capital
Massachusetts
$165K -$13.4K -42 -9%
AWM
2521
AllSquare Wealth Management
New York
$164K – – –
CTWM
2522
Cherry Tree Wealth Management
Minnesota
$163K – – –
CIA
2523
Cape Investment Advisory
Georgia
$162K – – –
BFP
2524
Briaud Financial Planning
Texas
$159K +$138K +433 New
RP
2525
Rowlandmiller & Partners
Georgia
$158K – – –
99 100
101
102 103