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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1726
Acima Private Wealth
Virginia
$294K – – –
OPTFSNA
1727
Old Point Trust & Financial Services N A
Virginia
$294K – – –
AF
1728
Alerus Financial
North Dakota
$293K -$72.7K -361 -20%
RWB
1729
RMR Wealth Builders
New Jersey
$292K -$53.2K -264 -16%
SWA
1730
SFMG Wealth Advisors
Texas
$292K -$23.6K -117 -8%
AL
1731
ACAS LLC
California
$292K -$4.03K -20 -1%
GCA
1732
Gradient Capital Advisors
California
$292K – – –
GWM
1733
GSB Wealth Management
Connecticut
$292K +$285K +1,413 New
CRWM
1734
Castle Rock Wealth Management
California
$291K -$25.8K -128 -9%
PMG
1735
ProVise Management Group
Florida
$291K +$10.5K +52 +4%
MFG
1736
Mission Financial Group
Nevada
$291K +$102K +507 New
FNC
1737
First National Corp
Massachusetts
$290K +$7.65K +38 +3%
NJBEST
1738
New Jersey Better Educational Savings Trust
New Jersey
$289K – – –
OGC
1739
Oak Grove Capital
New Hampshire
$289K +$40.3K +200 +17%
TDC
1740
Thompson Davis & Co
Virginia
$289K +$282K +1,400 New
FFG
1741
Frisch Financial Group
New York
$288K +$11.5K +57 +4%
BWM
1742
BCS Wealth Management
Tennessee
$288K +$281K +1,395 New
1IA
1743
1834 Investment Advisors
Wisconsin
$287K -$4.03K -20 -1%
CA
1744
Cortland Associates
Missouri
$287K – – –
WPC
1745
Waters Parkerson & Co
Louisiana
$287K +$8.86K +44 +3%
EFSCE
1746
Enterprise Financial Services Corp (EFSC)
Missouri
$286K -$257K -1,278 -48%
PWM
1747
PBMares Wealth Management
Virginia
$286K – – –
MAM
1748
Marotta Asset Management
Virginia
$286K +$278K +1,381 New
VNA
1749
Valley National Advisers
Pennsylvania
$285K -$65K -323 -19%
SXL
1750
Summit X LLC
Missouri
$285K -$41.1K -204 -13%
68 69
70
71 72