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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1951
Pinnacle Bancorp
Nebraska
$168K -$10.9K -54 -6%
NFSG
1952
Newbridge Financial Services Group
Florida
$166K +$23.2K +115 +17%
GCS
1953
Gordian Capital (Singapore)
Singapore
$166K +$161K +800 New
EW
1954
Evoke Wealth
California
$165K +$201 +1 +0.1%
FPS
1955
Fieldpoint Private Securities
Connecticut
$164K +$6.04K +30 +4%
LFG
1956
Larson Financial Group
Missouri
$163K +$93K +462 +143%
GWMIA
1957
Global Wealth Management Investment Advisory
Florida
$159K -$8.05K -40 -5%
RTC
1958
Riverview Trust Company
Washington
$159K – – –
HC
1959
Hoese & Co
Minnesota
$155K – – –
ST
1960
Sageworth Trust
Pennsylvania
$155K – – –
DI
1961
Disciplined Investments
Oklahoma
$153K – – –
APW
1962
Austin Private Wealth
Texas
$152K +$149K +738 New
AWM
1963
Accel Wealth Management
Iowa
$151K +$3.22K +16 +2%
PP
1964
Pacifica Partners
Canada
$150K – – –
AWA
1965
Amplius Wealth Advisors
Pennsylvania
$150K +$146K +727 New
UIA
1966
Ulland Investment Advisors
Minnesota
$148K +$144K +715 New
TFGT
1967
TS Financial Group (TSFG)
Illinois
$147K -$15.7K -78 -10%
SQA
1968
Simon Quick Advisors
New Jersey
$146K +$134K +664 +1,620%
GAM
1969
Gemmer Asset Management
California
$143K -$8.26K -41 -6%
SIS
1970
Sound Income Strategies
Florida
$141K +$2.21K +11 +2%
PFSC
1971
Peoples Financial Services Corp
Pennsylvania
$140K – – –
TF
1972
Tompkins Financial
New York
$139K -$13.1K -65 -9%
AIL
1973
AGF Investments LLC
Ontario, Canada
$138K +$134K +666 New
AAP
1974
Arax Advisory Partners
Colorado
$137K +$403 +2 +0.3%
EWM
1975
Endurance Wealth Management
Rhode Island
$136K – – –
77 78
79
80 81