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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2526
Evergreen Private Wealth
Colorado
$23.7K +$20.8K +80 New
KLWA
2527
Kelly Lawrence W & Associates
California
$23.4K – – –
LWA
2528
Lowe Wealth Advisors
Maryland
$22.5K – – –
FMTCOCP
2529
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K -$71.3K -275 -79%
LIWM
2530
Long Island Wealth Management
New York
$22K +$19.2K +74 New
AFS
2531
Annapolis Financial Services
Maryland
$21.9K – – –
FGA
2532
Fortis Group Advisors
New Jersey
$21.9K +$9.6K +37 +100%
BC
2533
Belmont Capital
California
$20.7K – – –
RIM
2534
Rockbridge Investment Management
New York
$20.1K +$17.6K +68 New
CQS
2535
Credential Qtrade Securities
$19.8K – – –
MIM
2536
Manitou Investment Management
Ontario, Canada
$19.2K – – –
AA
2537
AlphaMark Advisors
Kentucky
$19K – – –
MSE
2538
MUFG Securities EMEA
United Kingdom
$18.9K – – –
GIS
2539
Grayhawk Investment Strategies
Alberta, Canada
$18K – – –
RWM
2540
Raffa Wealth Management
District of Columbia
$17.4K – – –
KSWA
2541
Kathleen S. Wright Associates
Pennsylvania
$16K +$14K +54 New
AT
2542
Arlington Trust
Alabama
$15.7K +$13.7K +53 New
IWP
2543
IAG Wealth Partners
Wisconsin
$14.8K – – –
TCM
2544
TD Capital Management
Tennessee
$12.2K – – –
GPFA
2545
Game Plan Financial Advisors
Ohio
$11.8K +$10.4K +40 New
CPG
2546
Custom Portfolio Group
Colorado
$11.6K +$10.1K +39 New
MIM
2547
Macroview Investment Management
Maryland
$11.5K -$53.2K -205 -84%
KFS
2548
Kelly Financial Services
Massachusetts
$11.5K – – –
VWA
2549
Valued Wealth Advisors
Utah
$9.57K +$9.08K +35 New
TFM
2550
TFC Financial Management
Massachusetts
$9.2K -$1.04K -4 -11%
100 101
102
103 104