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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2526
Aspect Partners
Virginia
$25.1K +$22.1K +85 New
EPW
2527
Evergreen Private Wealth
Colorado
$23.7K +$20.8K +80 New
KLWA
2528
Kelly Lawrence W & Associates
California
$23.4K – – –
LWA
2529
Lowe Wealth Advisors
Maryland
$22.5K – – –
FMTCOCP
2530
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K -$71.3K -275 -79%
LIWM
2531
Long Island Wealth Management
New York
$22K +$19.2K +74 New
AFS
2532
Annapolis Financial Services
Maryland
$21.9K – – –
FGA
2533
Fortis Group Advisors
New Jersey
$21.9K +$9.6K +37 +100%
BC
2534
Belmont Capital
California
$20.7K – – –
RIM
2535
Rockbridge Investment Management
New York
$20.1K +$17.6K +68 New
CQS
2536
Credential Qtrade Securities
$19.8K – – –
MIM
2537
Manitou Investment Management
Ontario, Canada
$19.2K – – –
AA
2538
AlphaMark Advisors
Kentucky
$19K – – –
MSE
2539
MUFG Securities EMEA
United Kingdom
$18.9K – – –
GIS
2540
Grayhawk Investment Strategies
Alberta, Canada
$18K – – –
RWM
2541
Raffa Wealth Management
District of Columbia
$17.4K – – –
KSWA
2542
Kathleen S. Wright Associates
Pennsylvania
$16K +$14K +54 New
AT
2543
Arlington Trust
Alabama
$15.7K +$13.7K +53 New
IWP
2544
IAG Wealth Partners
Wisconsin
$14.8K – – –
TCM
2545
TD Capital Management
Tennessee
$12.2K – – –
GPFA
2546
Game Plan Financial Advisors
Ohio
$11.8K +$10.4K +40 New
CPG
2547
Custom Portfolio Group
Colorado
$11.6K +$10.1K +39 New
MIM
2548
Macroview Investment Management
Maryland
$11.5K -$53.2K -205 -84%
KFS
2549
Kelly Financial Services
Massachusetts
$11.5K – – –
FGAM
2550
Financial Gravity Asset Management
Texas
$10.9K +$9.6K +37 New
100 101
102
103 104