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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2651
Evergreen Private Wealth
Colorado
$29.3K – – –
FG
2652
Fairman Group
Pennsylvania
$29K +$25.2K +79 New
KLWA
2653
Kelly Lawrence W & Associates
California
$28.9K – – –
LWA
2654
Lowe Wealth Advisors
Maryland
$27.8K – – –
TIM
2655
Thompson Investment Management
Wisconsin
$27.5K +$24K +75 New
AFS
2656
Annapolis Financial Services
Maryland
$27.1K – – –
BC
2657
Belmont Capital
California
$25.6K – – –
CQS
2658
Credential Qtrade Securities
$24.6K – – –
TCM
2659
TD Capital Management
Tennessee
$24.4K +$7.99K +25 +61%
AA
2660
AlphaMark Advisors
Kentucky
$24K – – –
MIM
2661
Manitou Investment Management
Ontario, Canada
$23.8K – – –
MSE
2662
MUFG Securities EMEA
United Kingdom
$23.5K – – –
VL
2663
Vima LLC
Michigan
$23.2K -$320 -1 -1%
GIS
2664
Grayhawk Investment Strategies
Alberta, Canada
$22.4K – – –
GAA
2665
Global Assets Advisory
Florida
$21.8K +$19.2K +60 New
KSWA
2666
Kathleen S. Wright Associates
Pennsylvania
$19.8K – – –
RWM
2667
Raffa Wealth Management
District of Columbia
$19.1K -$2.24K -7 -12%
IWP
2668
IAG Wealth Partners
Wisconsin
$18.3K – – –
GPFA
2669
Game Plan Financial Advisors
Ohio
$14.7K – – –
BFS
2670
Burkett Financial Services
South Carolina
$14.7K +$12.8K +40 New
CPG
2671
Custom Portfolio Group
Colorado
$14.3K – – –
KFS
2672
Kelly Financial Services
Massachusetts
$14.3K – – –
MIM
2673
Macroview Investment Management
Maryland
$14.3K – – –
TCM
2674
TruNorth Capital Management
Michigan
$14.3K +$12.5K +39 New
AT
2675
Arlington Trust
Alabama
$13.9K -$4.79K -15 -28%
105 106
107
108 109