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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1776
Sound Income Strategies
Florida
$129K -$833 -4 -0.6%
HWM
1777
Holloway Wealth Management
Florida
$129K – – –
PFSC
1778
Peoples Financial Services Corp
Pennsylvania
$129K – – –
EWM
1779
Endurance Wealth Management
Rhode Island
$127K – – –
AAP
1780
Arax Advisory Partners
Colorado
$127K +$10.2K +49 +8%
PCFFS
1781
Pacific Center for Financial Services
California
$125K +$625 +3 +0.5%
MS
1782
Mizuho Securities
Japan
$124K -$198K -951 -60%
CAL
1783
Capital Analysts LLC
Pennsylvania
$120K +$62.3K +299 +93%
AL
1784
ADE LLC
Maryland
$116K -$10.4K -50 -8%
NL
1785
NVWM LLC
Pennsylvania
$115K – – –
SC
1786
Steph & Co
Wisconsin
$115K +$72.9K +350 +140%
WBC
1787
West Branch Capital
Massachusetts
$114K – – –
TI
1788
Truehand Inc
New Hampshire
$111K – – –
PSB
1789
Piscataqua Savings Bank
New Hampshire
$110K – – –
LWANC
1790
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K – – –
GWS
1791
Glassman Wealth Services
Virginia
$105K +$5.21K +25 +5%
CAM
1792
Close Asset Management
United Kingdom
$104K – – –
CWC
1793
Carolinas Wealth Consulting
North Carolina
$100K -$57.5K -276 -35%
DWMG
1794
DB Wealth Management Group
California
$97K – – –
TCWA
1795
Ten Capital Wealth Advisors
Washington
$97K +$41.7K +200 +65%
BWP
1796
Baldwin Wealth Partners
Massachusetts
$96K -$122K -585 -54%
ACA
1797
Atlas Capital Advisors
Wyoming
$96K -$58.7K -282 -36%
BWM
1798
BerganKDV Wealth Management
Minnesota
$94K -$20.6K -99 -17%
FMTCOCP
1799
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94K +$6.25K +30 +7%
JMF
1800
Johnson Midwest Financial
Iowa
$91K +$50.6K +243 +105%
70 71
72
73 74