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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2401
Pinnacle Bancorp
Nebraska
$238K -$5.11K -16 -2%
ICP
2402
Interchange Capital Partners
Pennsylvania
$238K +$204K +637 New
KA
2403
Klingman & Associates
New York
$237K +$207K +648 New
AIA
2404
Arbor Investment Advisors
North Carolina
$236K +$206K +645 New
FNWA
2405
Financial Network Wealth Advisors
Utah
$235K +$205K +642 New
BW
2406
BIP Wealth
Georgia
$235K +$205K +641 New
A
2407
AJOVista
Massachusetts
$235K – – –
IBOK
2408
Independence Bank of Kentucky
Kentucky
$234K -$1.92K -6 -0.9%
CNWM
2409
Clay Northam Wealth Management
California
$234K +$204K +639 New
SCM
2410
Steele Capital Management
Iowa
$234K +$204K +637 New
LIG
2411
Lokken Investment Group
Delaware
$233K +$204K +637 New
HBWM
2412
Hollow Brook Wealth Management
New York
$233K +$203K +636 New
PD
2413
Planning Directions
Pennsylvania
$233K +$203K +635 New
GAM
2414
GEM Asset Management
Michigan
$232K +$207K +648 New
BFA
2415
Bright Financial Advisors
Michigan
$232K +$221K +692 New
ML
2416
McAdam LLC
Pennsylvania
$232K +$202K +633 New
OP
2417
ORG Partners
Indiana
$231K -$1.23M -3,854 -86%
LJAC
2418
L.J. Altfest & Co
New York
$231K +$201K +630 New
BIG
2419
Bush Investment Group
Georgia
$231K +$201K +630 New
CPW
2420
Crestmont Private Wealth
Texas
$230K +$201K +629 New
OWA
2421
ORBA Wealth Advisors
Illinois
$230K +$201K +628 New
LFG
2422
Lazard Frères Gestion
France
$230K +$201K +630 New
SWP
2423
Semus Wealth Partners
Florida
$230K -$20.1K -63 -9%
GI
2424
GAMCO Investors
Connecticut
$229K -$26.2K -82 -12%
HAM
2425
Harmony Asset Management
Arizona
$229K +$200K +625 New
95 96
97
98 99