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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1501
Global Financial Private Client
Florida
$111K +$105K +755 New
PAM
1502
Paradigm Asset Management
New York
$111K – – –
CFFP
1503
Center for Financial Planning
Michigan
$110K +$104K +748 New
EWM
1504
Endurance Wealth Management
Rhode Island
$108K – – –
MA
1505
MCF Advisors
Kentucky
$108K – – –
HCA
1506
Horan Capital Advisors
Ohio
$107K – – –
EI
1507
Ellevest Inc
New York
$105K +$38.9K +279 +65%
RWB
1508
RMR Wealth Builders
New Jersey
$103K +$97.5K +699 New
EFSCE
1509
Enterprise Financial Services Corp (EFSC)
Missouri
$101K -$73K -523 -43%
SFG
1510
Sowa Financial Group
Rhode Island
$101K +$95.6K +685 New
PFSC
1511
Peoples Financial Services Corp
Pennsylvania
$100K – – –
GAM
1512
Gemmer Asset Management
California
$95K – – –
TFGT
1513
TS Financial Group (TSFG)
Illinois
$95K – – –
PP
1514
Pacifica Partners
Canada
$94K +$88.8K +636 New
NL
1515
NVWM LLC
Pennsylvania
$93K -$4.61K -33 -5%
WAS
1516
Winch Advisory Services
Wisconsin
$91K -$11.9K -85 -12%
AC
1517
Asio Capital
Kentucky
$91K +$86.8K +622 New
AAP
1518
Arax Advisory Partners
Colorado
$90K +$140 +1 +0.2%
TF
1519
TimeScale Financial
Massachusetts
$88K – – –
APC
1520
Aspire Private Capital
North Carolina
$86K – – –
KPCM
1521
Kings Point Capital Management
New York
$85K +$2.51K +18 +3%
BWM
1522
BerganKDV Wealth Management
Minnesota
$85K +$37.7K +270 +89%
LWA
1523
Lenox Wealth Advisors
New York
$81K – – –
LWANC
1524
Laurel Wealth Advisors (North Carolina)
North Carolina
$80K – – –
DI
1525
Disciplined Investments
Oklahoma
$80K +$75.4K +540 New
59 60
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62 63