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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K – – –
IBOK
1752
Independence Bank of Kentucky
Kentucky
$179K -$5.21K -25 -3%
CDIA
1753
Capital Directions Investment Advisors
Georgia
$178K – – –
JEST
1754
JTC Employer Solutions Trustee
Jersey
$177K +$108K +520 +130%
HA
1755
Herold Advisors
New York
$172K +$187K +900 New
PWM
1756
Prentice Wealth Management
New York
$169K +$1.46K +7 +0.8%
PB
1757
Pinnacle Bancorp
Nebraska
$167K +$40K +192 +28%
GC
1758
Grace Capital
Massachusetts
$162K – – –
Q
1759
QVR
California
$158K +$145K +698 +567%
GWMIA
1760
Global Wealth Management Investment Advisory
Florida
$155K +$16.7K +80 +11%
AA
1761
Addison Advisors
Vermont
$154K +$1.25K +6 +0.8%
EW
1762
Evoke Wealth
California
$153K +$99.8K +479 +150%
TFGT
1763
TS Financial Group (TSFG)
Illinois
$151K -$9.16K -44 -5%
RTC
1764
Riverview Trust Company
Washington
$147K – – –
FPS
1765
Fieldpoint Private Securities
Connecticut
$147K +$11.9K +57 +8%
LC
1766
Lindbrook Capital
California
$144K -$104K -499 -40%
HC
1767
Hoese & Co
Minnesota
$144K – – –
ST
1768
Sageworth Trust
Pennsylvania
$144K – – –
DI
1769
Disciplined Investments
Oklahoma
$142K – – –
TF
1770
Tompkins Financial
New York
$142K +$154K +740 New
GAM
1771
Gemmer Asset Management
California
$141K +$1.46K +7 +1%
AWM
1772
Accel Wealth Management
Iowa
$138K -$2.29K -11 -2%
NFSG
1773
Newbridge Financial Services Group
Florida
$132K -$4.79K -23 -3%
PP
1774
Pacifica Partners
Canada
$131K +$15.6K +75 +13%
SIS
1775
Sound Income Strategies
Florida
$129K -$833 -4 -0.6%
69 70
71
72 73