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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
1376
Financial Gravity Companies
Texas
$193K +$192K +1,474 New
CFN
1377
Cordasco Financial Network
Florida
$191K -$176K -1,350 -47%
AIP
1378
Almanack Investment Partners
Pennsylvania
$191K -$12.9K -99 -6%
BDWM
1379
Brewin Dolphin Wealth Management
Ireland
$184K +$17.6K +135 +10%
CWA
1380
Clarus Wealth Advisors
Arizona
$184K +$27.7K +213 +17%
MPWT
1381
MassMutual Private Wealth & Trust
Connecticut
$184K -$1.43K -11 -0.8%
ACM
1382
AUA Capital Management
Pennsylvania
$181K – – –
AF
1383
Allworth Financial
California
$181K +$260 +2 +0.1%
APW
1384
Acima Private Wealth
Virginia
$181K +$185K +1,421 New
CCMW
1385
Cypress Capital Management (Wyoming)
Wyoming
$180K -$16.3K -125 -8%
IFAM
1386
Institutional & Family Asset Management
Colorado
$179K +$25.2K +194 +16%
CWM
1387
Catamount Wealth Management
Connecticut
$178K – – –
DBT
1388
Dubuque Bank & Trust
Iowa
$177K +$5.2K +40 +3%
CBT
1389
Central Bank & Trust
Kentucky
$172K +$1.95K +15 +1%
SFFS
1390
Stonehage Fleming Financial Services
Jersey
$170K – – –
BFC
1391
Bedel Financial Consulting
Indiana
$170K +$5.99K +46 +4%
SFG
1392
SevenBridge Financial Group
Pennsylvania
$167K -$71.6K -550 -30%
SCM
1393
Silvant Capital Management
Georgia
$167K – – –
WIM
1394
Westside Investment Management
California
$167K +$4.55K +35 +3%
PG
1395
Patten Group
Tennessee
$161K +$2.47K +19 +2%
MWA
1396
Meridian Wealth Advisors
Texas
$161K +$165K +1,265 New
FNC
1397
First National Corp
Massachusetts
$158K +$161K +1,241 New
JFGIW
1398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K +$57K +438 +57%
FPFS
1399
First Personal Financial Services
North Carolina
$140K +$13.3K +102 +10%
VAIA
1400
Virtus Alternative Investment Advisers
Connecticut
$132K +$1.56K +12 +1%
54 55
56
57 58