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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1851
Baldwin Wealth Partners
Massachusetts
$82K – – –
BHWM
1852
Beaird Harris Wealth Management
Texas
$82K – – –
GGI
1853
Godsey & Gibb Inc
Virginia
$82K +$91.3K +500 New
AIP
1854
Almanack Investment Partners
Pennsylvania
$81K -$198K -1,082 -69%
JMF
1855
Johnson Midwest Financial
Iowa
$79K +$365 +2 +0.4%
BWM
1856
BerganKDV Wealth Management
Minnesota
$78K -$2.74K -15 -3%
AWM
1857
AllSquare Wealth Management
New York
$74K – – –
FRA
1858
Front Row Advisors
California
$74K – – –
ONST
1859
Old North State Trust
North Carolina
$74K +$82.2K +450 New
CA
1860
Crewe Advisors
Utah
$72K +$9.32K +51 +13%
BONH
1861
Bank of New Hampshire
New Hampshire
$70K -$9.13K -50 -10%
AAP
1862
Arax Advisory Partners
Colorado
$69K -$37.4K -205 -33%
BC
1863
Barrett & Company
Rhode Island
$67.7K +$51.5K +282 New
SPWG
1864
Sage Private Wealth Group
Illinois
$66K – – –
HWM
1865
HighMark Wealth Management
Minnesota
$62K – – –
MS
1866
Mizuho Securities
Japan
$60K -$49.3K -270 -42%
HWMA
1867
Heritage Wealth Management (Arizona)
Arizona
$60K +$3.65K +20 +6%
BLC
1868
Brown, Lisle/Cummings
Rhode Island
$59.9K – – –
FPFS
1869
First Personal Financial Services
North Carolina
$58K – – –
M
1870
MOTCO
Texas
$58K +$7.86K +43 +14%
DSC
1871
Duncker Streett & Co
Missouri
$57K – – –
CA
1872
Centerpoint Advisors
Massachusetts
$56K -$27.4K -150 -31%
CCA
1873
Column Capital Advisors
Indiana
$56K – – –
JWM
1874
Janiczek Wealth Management
Colorado
$54K – – –
SWA
1875
SOA Wealth Advisors
New York
$54K +$365 +2 +0.6%
73 74
75
76 77