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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1351
Braun-Bostich & Associates
Pennsylvania
$186K – – –
APW
1352
Acima Private Wealth
Virginia
$180K – – –
AIM
1353
Anchor Investment Management
South Carolina
$173K -$11.9K -100 -7%
BFC
1354
Bedel Financial Consulting
Indiana
$170K -$40.1K -338 -20%
SFFS
1355
Stonehage Fleming Financial Services
Jersey
$169K – – –
CIA
1356
CSat Investment Advisory
Michigan
$168K +$50.4K +425 +47%
BWA
1357
BDO Wealth Advisors
Florida
$162K +$119 +1 +0.1%
IBOK
1358
Independence Bank of Kentucky
Kentucky
$161K – – –
RA
1359
Rational Advisors
New York
$154K +$144K +1,213 New
TL
1360
TrueWealth LLC
Georgia
$153K -$1.78K -15 -1%
BDWM
1361
Brewin Dolphin Wealth Management
Ireland
$152K – – –
JFGIW
1362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$24.7K -208 -15%
M
1363
Mirova
France
$150K -$3.91K -33 -3%
BL
1364
Balentine LLC
Georgia
$149K +$15.5K +131 +13%
ACM
1365
AUA Capital Management
Pennsylvania
$148K -$29.6K -250 -18%
BCP
1366
Blue Chip Partners
Michigan
$147K -$6.4K -54 -4%
AF
1367
Allworth Financial
California
$146K +$7.23K +61 +6%
EFSCE
1368
Enterprise Financial Services Corp (EFSC)
Missouri
$146K +$62.1K +524 +84%
LC
1369
Lindbrook Capital
California
$145K -$15.4K -130 -10%
NSB
1370
Norway Savings Bank
Maine
$143K – – –
SWM
1371
Selective Wealth Management
Virginia
$141K – – –
LFG
1372
Larson Financial Group
Missouri
$138K +$237 +2 +0.2%
FPFS
1373
First Personal Financial Services
North Carolina
$137K – – –
IFAM
1374
Institutional & Family Asset Management
Colorado
$137K +$1.19K +10 +0.9%
AWM
1375
Avior Wealth Management
Nebraska
$137K +$73.4K +619 +133%
53 54
55
56 57