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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1776
Holloway Wealth Management
Florida
$129K – – –
PFSC
1777
Peoples Financial Services Corp
Pennsylvania
$129K – – –
EWM
1778
Endurance Wealth Management
Rhode Island
$127K – – –
AAP
1779
Arax Advisory Partners
Colorado
$127K +$10.2K +49 +8%
PCFFS
1780
Pacific Center for Financial Services
California
$125K +$625 +3 +0.5%
MS
1781
Mizuho Securities
Japan
$124K -$198K -951 -60%
CAL
1782
Capital Analysts LLC
Pennsylvania
$120K +$62.3K +299 +93%
AL
1783
ADE LLC
Maryland
$116K -$10.4K -50 -8%
NL
1784
NVWM LLC
Pennsylvania
$115K – – –
SC
1785
Steph & Co
Wisconsin
$115K +$72.9K +350 +140%
WBC
1786
West Branch Capital
Massachusetts
$114K – – –
TI
1787
Truehand Inc
New Hampshire
$111K – – –
PSB
1788
Piscataqua Savings Bank
New Hampshire
$110K – – –
LWANC
1789
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K – – –
GWS
1790
Glassman Wealth Services
Virginia
$105K +$5.21K +25 +5%
CAM
1791
Close Asset Management
United Kingdom
$104K – – –
CWC
1792
Carolinas Wealth Consulting
North Carolina
$100K -$57.5K -276 -35%
DWMG
1793
DB Wealth Management Group
California
$97K – – –
TCWA
1794
Ten Capital Wealth Advisors
Washington
$97K +$41.7K +200 +65%
BWP
1795
Baldwin Wealth Partners
Massachusetts
$96K -$122K -585 -54%
ACA
1796
Atlas Capital Advisors
Wyoming
$96K -$58.7K -282 -36%
BWM
1797
BerganKDV Wealth Management
Minnesota
$94K -$20.6K -99 -17%
FMTCOCP
1798
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94K +$6.25K +30 +7%
JMF
1799
Johnson Midwest Financial
Iowa
$91K +$50.6K +243 +105%
RCG
1800
Rock Creek Group
District of Columbia
$89K -$98.9K -475 -51%
70 71
72
73 74