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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2651
Financial Management Professionals
Texas
$181K -$4.63K -13 -2%
DCBT
2652
Dakota Community Bank & Trust
North Dakota
$179K +$12.5K +35 +7%
HCPC
2653
Hamilton Capital Partners (Canada)
$178K -$16M -44,936 -99%
AW
2654
Avion Wealth
Texas
$177K – – –
UFF
2655
USA Financial Formulas
Michigan
$175K -$85.8K -241 -31%
PAM
2656
Parvin Asset Management
South Dakota
$174K +$9.97K +28 +6%
CCA
2657
Catalyst Capital Advisors
New York
$174K +$58.4K +164 +45%
PSFG
2658
Park Square Financial Group
Georgia
$172K -$83.7K -235 -31%
TTIC
2659
Tower Trust & Investment Company
Iowa
$172K +$198K +557 New
AT
2660
Avalon Trust
New Mexico
$172K +$19.2K +54 +12%
TC
2661
Trust Company
Kansas
$171K +$35.6K +100 +24%
JEST
2662
JTC Employer Solutions Trustee
Jersey
$171K – – –
UIA
2663
Ulland Investment Advisors
Minnesota
$170K -$71.2K -200 -28%
TFIPS
2664
Towarzystwo Funduszy Inwestycyjnych PZU SA
$163K – – –
T
2665
Transce3nd
Texas
$162K -$52.7K -148 -23%
RTC
2666
Riverview Trust Company
Washington
$160K -$3.21K -9 -2%
CWM
2667
Centricity Wealth Management
Ohio
$159K +$356 +1 +0.2%
IWM
2668
IMG Wealth Management
Florida
$158K – – –
NC
2669
North Capital
Utah
$158K +$170K +478 New
BFPW
2670
BOK Financial Private Wealth
Colorado
$157K -$1.78K -5 -1%
IWP
2671
IAG Wealth Partners
Wisconsin
$154K -$17.8K -50 -10%
FFA
2672
Frazier Financial Advisors
Ohio
$154K – – –
CIA
2673
Cape Investment Advisory
Georgia
$148K -$8.19K -23 -5%
AWM
2674
AllSquare Wealth Management
New York
$148K – – –
BFP
2675
Briaud Financial Planning
Texas
$147K – – –
105 106
107
108 109