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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JMF
2126
Johnson Midwest Financial
Iowa
$111K +$484 +2 +0.4%
RTC
2127
Riverview Trust Company
Washington
$111K -$186K -768 -61%
BFPW
2128
BOK Financial Private Wealth
Colorado
$107K – – –
FFL
2129
Financial Freedom LLC
Ohio
$105K +$484 +2 +0.4%
ONST
2130
Old North State Trust
North Carolina
$105K +$2.42K +10 +2%
FRA
2131
Front Row Advisors
California
$103K +$484 +2 +0.4%
AWM
2132
AllSquare Wealth Management
New York
$103K – – –
VWM
2133
Venturi Wealth Management
Texas
$102K +$108K +446 New
AAP
2134
Arax Advisory Partners
Colorado
$101K +$4.35K +18 +4%
AP
2135
Arlington Partners
Alabama
$101K +$97.4K +403 +1,061%
C
2136
Covestor
United Kingdom
$99K -$31.9K -132 -23%
BONH
2137
Bank of New Hampshire
New Hampshire
$97.9K – – –
FMP
2138
Financial Management Professionals
Texas
$97K +$84.4K +349 +453%
NA
2139
Nordwand Advisors
Pennsylvania
$96.1K +$102K +420 New
GPI
2140
General Partner Inc
Pennsylvania
$95.1K +$6.53K +27 +7%
IBOK
2141
Independence Bank of Kentucky
Kentucky
$94.3K -$74.9K -310 -43%
DSC
2142
Duncker Streett & Co
Missouri
$90.5K +$484 +2 +0.5%
PMA
2143
Prudent Man Advisors
Illinois
$89K – – –
BLC
2144
Brown, Lisle/Cummings
Rhode Island
$85.8K +$14.5K +60 +19%
EI
2145
Ellevest Inc
New York
$84.9K +$8.7K +36 +11%
AWM
2146
Atticus Wealth Management
Florida
$83.8K -$23.4K -97 -21%
KI
2147
Kapitalo Investimentos
Brazil
$83.3K +$88K +364 New
CQS
2148
Credential Qtrade Securities
$83.3K +$71.8K +297 +443%
RCG
2149
Rock Creek Group
District of Columbia
$81K +$10.2K +42 +13%
HWM
2150
HighMark Wealth Management
Minnesota
$80.4K -$7.01K -29 -8%
84 85
86
87 88