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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
2226
Glass Jacobson Investment Advisors
Maryland
$178K – – –
IPW
2227
Impact Partnership Wealth
Georgia
$174K +$91.4K +337 +112%
BS
2228
Bessemer Securities
New York
$174K -$561K -2,069 -76%
GGI
2229
Godsey & Gibb Inc
Virginia
$172K -$23.1K -85 -12%
PFA
2230
Pathway Financial Advisers
Indiana
$169K +$168K +619 New
BDS
2231
Banco de Sabadell
Florida
$169K +$99.8K +368 +148%
LS
2232
Livforsakringsbolaget Skandia
Sweden
$167K – – –
FMP
2233
Financial Management Professionals
Texas
$167K +$51K +188 +44%
NSG
2234
Nalls Sherbakoff Group
Tennessee
$164K +$27.1K +100 +20%
CAL
2235
Capital Analysts LLC
Pennsylvania
$163K +$12.5K +46 +8%
CP
2236
Castleview Partners
Texas
$161K -$271 -1 -0.2%
TFGT
2237
TS Financial Group (TSFG)
Illinois
$155K – – –
CWC
2238
Carolinas Wealth Consulting
North Carolina
$155K +$70.8K +261 +62%
BHWM
2239
Beaird Harris Wealth Management
Texas
$151K +$14.6K +54 +11%
PVH
2240
Psagot Value Holdings
Israel
$151K +$86.8K +320 +139%
SC
2241
Stephens Consulting
Michigan
$150K – – –
PP
2242
PrairieView Partners
Minnesota
$149K -$657K -2,423 -82%
CIA
2243
Cape Investment Advisory
Georgia
$149K +$271 +1 +0.2%
POIA
2244
Pin Oak Investment Advisors
Texas
$147K +$271 +1 +0.2%
FPFS
2245
First Personal Financial Services
North Carolina
$146K – – –
SFCL
2246
Strengthening Families & Communities LLC
Massachusetts
$137K -$66.7K -246 -33%
DCBT
2247
Dakota Community Bank & Trust
North Dakota
$136K -$1.63K -6 -1%
JMF
2248
Johnson Midwest Financial
Iowa
$134K +$543 +2 +0.4%
AAP
2249
Arax Advisory Partners
Colorado
$133K +$5.97K +22 +5%
C
2250
Covestor
United Kingdom
$133K +$5.15K +19 +4%
88 89
90
91 92