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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FBT
1926
First Bankers Trust
Kentucky
$205K +$200K +991 New
RPGK
1927
Retirement Planning Group (Kansas)
Kansas
$205K +$200K +992 New
HCM
1928
Hall Capital Management
Rhode Island
$205K +$200K +993 New
GP
1929
Geneva Partners
Wisconsin
$205K +$200K +994 New
MIH
1930
Meitav Investment House
Israel
$203K +$198K +983 New
FP
1931
Financial Perspectives
Minnesota
$203K – – –
NSB
1932
Norway Savings Bank
Maine
$202K -$10.1K -50 -5%
AFA
1933
Arlington Financial Advisors
California
$202K +$196K +975 New
TWP
1934
Tower Wealth Partners
Pennsylvania
$202K +$196K +975 New
HGERS
1935
Householder Group Estate & Retirement Specialist
Arizona
$202K +$197K +976 New
DWM
1936
Drive Wealth Management
Utah
$201K +$196K +972 New
LFA
1937
Legacy Financial Advisors
Kentucky
$201K +$196K +974 New
PTC
1938
Petrus Trust Company
Texas
$200K +$195K +968 New
QC
1939
Quent Capital
New York
$199K +$194K +961 New
SBL
1940
Sargent Bickham Lagudis
Colorado
$198K – – –
TFP
1941
Tilia Fiduciary Partners
North Carolina
$198K +$192K +956 New
VanEck Associates
1942
VanEck Associates
New York
$195K -$1.33M -6,604 -87%
LWCFA
1943
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$194K – – –
JEST
1944
JTC Employer Solutions Trustee
Jersey
$191K – – –
EBA
1945
Eagle Bay Advisors
New York
$189K -$75.5K -375 -29%
FFWM
1946
Future Financial Wealth Management
Ohio
$185K -$13.1K -65 -7%
AIP
1947
Ahrens Investment Partners
Louisiana
$180K +$176K +872 New
ECM
1948
Elgethun Capital Management
South Dakota
$179K -$45.5K -226 -21%
IBOK
1949
Independence Bank of Kentucky
Kentucky
$173K -$20.1K -100 -11%
DHGWA
1950
Dixon Hughes Goodman Wealth Advisors
North Carolina
$172K +$167K +831 New