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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2201
GSB Wealth Management
Connecticut
$1.39M -$22.8K -26 -2%
MIM
2202
Merrion Investment Management
New Jersey
$1.38M – – –
IA
2203
Insight Advisors
Pennsylvania
$1.38M +$6.15K +7 +0.5%
PFA
2204
Petra Financial Advisors
Colorado
$1.38M +$1.14M +1,297 New
BHC
2205
Bull Harbor Capital
Maryland
$1.37M +$99.3K +113 +10%
LFASL
2206
Lugano Financial Advisors SA (LFA)
Switzerland
$1.37M +$29.9K +34 +3%
IAS
2207
Investment Advisory Services
Texas
$1.37M -$248K -282 -18%
HCP
2208
Hardin Capital Partners
South Carolina
$1.37M -$52.7K -60 -4%
OFS
2209
Orrstown Financial Services
Pennsylvania
$1.36M -$28.1K -32 -2%
FAOAI
2210
Fund Advisors of America Inc
Florida
$1.36M -$13.2K -15 -1%
PAS
2211
PKS Advisory Services
New York
$1.36M +$636K +724 +131%
FFL
2212
Future Fund LLC
Illinois
$1.36M -$417K -475 -27%
SCM
2213
Sunbeam Capital Management
Georgia
$1.35M +$94.9K +108 +9%
FGC
2214
First Growth Capital
Maryland
$1.35M -$24.6K -28 -2%
AFT
2215
Alpha Family Trust
California
$1.35M – – –
RA
2216
Rise Advisors
New York
$1.35M -$9.66K -11 -0.9%
BCA
2217
Bay Capital Advisors
Virginia
$1.35M – – –
FCT
2218
First Community Trust
Iowa
$1.35M +$275K +313 +33%
LA
2219
Legacy Advisors
Pennsylvania
$1.35M +$246K +280 +28%
PVM
2220
Palogic Value Management
Texas
$1.34M -$65.9K -75 -6%
EGWAG
2221
Elwood & Goetz Wealth Advisory Group
Georgia
$1.34M -$92.2K -105 -8%
OL
2222
OneFund LLC
Florida
$1.34M -$23.7K -27 -2%
GI
2223
GLOBALT Investments
Georgia
$1.33M -$878 -1 -0.1%
EF
2224
Evanson Financial
Virginia
$1.33M +$1.1M +1,250 New
CCP
2225
Cane Capital Partners
Louisiana
$1.33M -$107K -122 -9%
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