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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
2101
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$154K +$18.1K +75 +13%
FDCC
2102
Foster Dykema Cabot & Co
Massachusetts
$154K +$163K +674 New
WBC
2103
West Branch Capital
Massachusetts
$153K -$18.1K -75 -10%
EWM
2104
Endurance Wealth Management
Rhode Island
$152K – – –
PCFFS
2105
Pacific Center for Financial Services
California
$152K +$160K +663 New
GGI
2106
Godsey & Gibb Inc
Virginia
$151K +$38.4K +159 +32%
PP
2107
Pacifica Partners
Canada
$149K – – –
BWM
2108
BerganKDV Wealth Management
Minnesota
$142K +$33.8K +140 +29%
IWP
2109
Icon Wealth Partners
Texas
$140K +$148K +613 New
LS
2110
Livforsakringsbolaget Skandia
Sweden
$140K +$24.2K +100 +19%
ITFISA
2111
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$138K +$148K +613 New
PAM
2112
Paradigm Asset Management
New York
$137K – – –
AWM
2113
Accel Wealth Management
Iowa
$135K -$35.5K -147 -20%
SC
2114
Stephens Consulting
Michigan
$129K -$254K -1,050 -65%
DCBT
2115
Dakota Community Bank & Trust
North Dakota
$129K – – –
TFGT
2116
TS Financial Group (TSFG)
Illinois
$128K -$27.1K -112 -17%
FFA
2117
Farther Finance Advisors
California
$128K +$25.6K +106 +23%
PFA
2118
Pathway Financial Advisers
Indiana
$125K -$22K -91 -14%
CIA
2119
Cape Investment Advisory
Georgia
$124K +$131K +542 New
FPFS
2120
First Personal Financial Services
North Carolina
$122K +$43.5K +180 +51%
DWMG
2121
DB Wealth Management Group
California
$116K – – –
BHWM
2122
Beaird Harris Wealth Management
Texas
$114K -$7.49K -31 -6%
MCI
2123
MRP Capital Investments
Georgia
$114K – – –
CAL
2124
Capital Analysts LLC
Pennsylvania
$112K -$25.1K -104 -18%
CWC
2125
Carolinas Wealth Consulting
North Carolina
$111K – – –
83 84
85
86 87