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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1826
Endurance Wealth Management
Rhode Island
$108K – – –
PCFFS
1827
Pacific Center for Financial Services
California
$108K +$548 +3 +0.5%
CC
1828
Centiva Capital
New York
$107K -$1.03M -5,644 -90%
ME
1829
McIlrath & Eck
Washington
$107K – – –
CAM
1830
Close Asset Management
United Kingdom
$103K +$46.6K +255 +69%
VCM
1831
Versant Capital Management
Arizona
$101K +$19.4K +106 +21%
IWA
1832
Icon Wealth Advisors
Texas
$101K +$112K +615 New
CAL
1833
Capital Analysts LLC
Pennsylvania
$100K -$12.1K -66 -10%
C
1834
Covestor
United Kingdom
$99K -$33.1K -181 -23%
PAM
1835
Paradigm Asset Management
New York
$98.4K -$36.5K -200 -25%
NL
1836
NVWM LLC
Pennsylvania
$98K -$1.09M -5,976 -91%
WBC
1837
West Branch Capital
Massachusetts
$98K – – –
AWM
1838
Accel Wealth Management
Iowa
$97K -$36.2K -198 -27%
LWANC
1839
Laurel Wealth Advisors (North Carolina)
North Carolina
$94K – – –
CWM
1840
CarsonAllaria Wealth Management
Illinois
$94K +$365 +2 +0.3%
RA
1841
Rise Advisors
New York
$93K +$11.7K +64 +13%
DCBT
1842
Dakota Community Bank & Trust
North Dakota
$93K +$103K +565 New
PSB
1843
Piscataqua Savings Bank
New Hampshire
$90K – – –
JG
1844
Jefferies Group
New York
$86.3K +$96.1K +526 New
FMTCOCP
1845
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K +$18.3K +100 +24%
AWM
1846
Atticus Wealth Management
Florida
$85K – – –
LS
1847
Livforsakringsbolaget Skandia
Sweden
$84K -$420K -2,300 -82%
OPW
1848
Oxler Private Wealth
New York
$83.6K +$548 +3 +0.6%
DWMG
1849
DB Wealth Management Group
California
$83K – – –
CWC
1850
Carolinas Wealth Consulting
North Carolina
$82K -$10K -55 -10%
72 73
74
75 76