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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
1401
S.R. Schill & Associates
Washington
$202K +$198K +1,494 New
AFNAS
1402
American Financial Network Advisory Services
California
$201K -$281K -2,115 -58%
PWM
1403
Perigon Wealth Management
California
$201K +$194K +1,464 New
BF
1404
Blankinship & Foster
California
$200K +$196K +1,477 New
WAM
1405
Weiss Asset Management
Massachusetts
$200K +$196K +1,477 New
NSB
1406
Norway Savings Bank
Maine
$198K -$30.6K -230 -14%
IUHSA
1407
Itau Unibanco Holding S.A.
Brazil
$198K – – –
MPWT
1408
MassMutual Private Wealth & Trust
Connecticut
$198K +$1.73K +13 +0.9%
CWA
1409
Clarus Wealth Advisors
Arizona
$197K +$664 +5 +0.3%
AF
1410
Allworth Financial
California
$194K +$531 +4 +0.3%
APW
1411
Acima Private Wealth
Virginia
$193K – – –
ACM
1412
AUA Capital Management
Pennsylvania
$193K – – –
APC
1413
Aspire Private Capital
North Carolina
$191K -$80.2K -604 -30%
PFGIA
1414
Patriot Financial Group Insurance Agency
Massachusetts
$191K -$43.4K -327 -19%
MS
1415
Mizuho Securities
Japan
$190K +$186K +1,400 New
FANJ
1416
Financial Architects (New Jersey)
New Jersey
$189K -$155K -1,169 -46%
BBNA
1417
Bremer Bank National Association
Minnesota
$183K +$174K +1,311 New
SFFS
1418
Stonehage Fleming Financial Services
Jersey
$182K – – –
CWM
1419
Catamount Wealth Management
Connecticut
$181K – – –
BFC
1420
Bedel Financial Consulting
Indiana
$180K -$1.2K -9 -0.7%
PB
1421
Pinnacle Bancorp
Nebraska
$179K -$59.8K -450 -25%
SFG
1422
SevenBridge Financial Group
Pennsylvania
$178K – – –
SCM
1423
Silvant Capital Management
Georgia
$178K – – –
GEA
1424
Glen Eagle Advisors
New Jersey
$177K +$80.9K +609 +87%
IFAM
1425
Institutional & Family Asset Management
Colorado
$177K -$13.5K -102 -7%
55 56
57
58 59