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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
1851
Eagle Bay Advisors
New York
$164K +$173K +747 New
ST
1852
Sageworth Trust
Pennsylvania
$163K – – –
DI
1853
Disciplined Investments
Oklahoma
$161K +$46.2K +200 +37%
GWMIA
1854
Global Wealth Management Investment Advisory
Florida
$159K – – –
AWM
1855
Accel Wealth Management
Iowa
$158K -$22.6K -98 -12%
GAM
1856
Gemmer Asset Management
California
$158K +$231 +1 +0.1%
EBSAM
1857
Eubel Brady & Suttman Asset Management
Ohio
$157K -$157K -678 -50%
EFSCE
1858
Enterprise Financial Services Corp (EFSC)
Missouri
$156K -$47.6K -206 -22%
NFSG
1859
Newbridge Financial Services Group
Florida
$155K +$33.3K +144 +25%
FPS
1860
Fieldpoint Private Securities
Connecticut
$151K +$1.16K +5 +0.7%
SIS
1861
Sound Income Strategies
Florida
$147K -$11.1K -48 -7%
AWM
1862
Atticus Wealth Management
Florida
$147K -$2.31K -10 -1%
HWM
1863
Holloway Wealth Management
Florida
$147K – – –
PFSC
1864
Peoples Financial Services Corp
Pennsylvania
$147K – – –
PB
1865
Pinnacle Bancorp
Nebraska
$147K – – –
DFCM
1866
Dark Forest Capital Management
Puerto Rico
$144K +$152K +660 New
EWM
1867
Endurance Wealth Management
Rhode Island
$143K – – –
AL
1868
ADE LLC
Maryland
$143K +$11.5K +50 +8%
PCFFS
1869
Pacific Center for Financial Services
California
$141K +$693 +3 +0.5%
AAP
1870
Arax Advisory Partners
Colorado
$134K +$142K +614 New
NL
1871
NVWM LLC
Pennsylvania
$131K – – –
WBC
1872
West Branch Capital
Massachusetts
$129K -$185K -800 -57%
BWM
1873
BerganKDV Wealth Management
Minnesota
$128K +$46.2K +200 +51%
PP
1874
Pacifica Partners
Canada
$127K – – –
PGWM
1875
Parisi Gray Wealth Management
New Jersey
$127K +$135K +583 New
73 74
75
76 77