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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
1751
New England Asset Management
Connecticut
$181K +$197K +944 New
LWCFA
1752
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K – – –
IBOK
1753
Independence Bank of Kentucky
Kentucky
$179K -$5.21K -25 -3%
CDIA
1754
Capital Directions Investment Advisors
Georgia
$178K – – –
JEST
1755
JTC Employer Solutions Trustee
Jersey
$177K +$108K +520 +130%
HA
1756
Herold Advisors
New York
$172K +$187K +900 New
PWM
1757
Prentice Wealth Management
New York
$169K +$1.46K +7 +0.8%
PB
1758
Pinnacle Bancorp
Nebraska
$167K +$40K +192 +28%
GC
1759
Grace Capital
Massachusetts
$162K – – –
Q
1760
QVR
California
$158K +$145K +698 +567%
GWMIA
1761
Global Wealth Management Investment Advisory
Florida
$155K +$16.7K +80 +11%
AA
1762
Addison Advisors
Vermont
$154K +$1.25K +6 +0.8%
EW
1763
Evoke Wealth
California
$153K +$99.8K +479 +150%
TFGT
1764
TS Financial Group (TSFG)
Illinois
$151K -$9.16K -44 -5%
RTC
1765
Riverview Trust Company
Washington
$147K – – –
FPS
1766
Fieldpoint Private Securities
Connecticut
$147K +$11.9K +57 +8%
LC
1767
Lindbrook Capital
California
$144K -$104K -499 -40%
HC
1768
Hoese & Co
Minnesota
$144K – – –
ST
1769
Sageworth Trust
Pennsylvania
$144K – – –
DI
1770
Disciplined Investments
Oklahoma
$142K – – –
TF
1771
Tompkins Financial
New York
$142K +$154K +740 New
GAM
1772
Gemmer Asset Management
California
$141K +$1.46K +7 +1%
AWM
1773
Accel Wealth Management
Iowa
$138K -$2.29K -11 -2%
NFSG
1774
Newbridge Financial Services Group
Florida
$132K -$4.79K -23 -3%
PP
1775
Pacifica Partners
Canada
$131K +$15.6K +75 +13%
69 70
71
72 73