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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2051
Consilium Wealth Advisory
Texas
$395K -$9.59K -30 -3%
SCM
2052
Silvant Capital Management
Georgia
$394K – – –
AF
2053
Apexium Financial
Texas
$394K -$108K -339 -24%
ACM
2054
AlphaStar Capital Management
North Carolina
$394K +$123K +386 +56%
CFGSD
2055
Compass Financial Group (South Dakota)
South Dakota
$393K +$639 +2 +0.2%
JFL
2056
Jarislowsky, Fraser Ltd
Quebec, Canada
$393K -$7.99K -25 -2%
PWW
2057
Pettyjohn Wood & White
Virginia
$390K – – –
LAS
2058
Legacy Advisory Services
Pennsylvania
$390K -$5.43K -17 -2%
FHB
2059
First Hawaiian Bank
Hawaii
$390K -$162K -507 -32%
FNC
2060
First National Corp
Massachusetts
$390K -$320 -1 -0.1%
FBT
2061
First Bankers Trust
Kentucky
$390K +$23K +72 +7%
AFPL
2062
Advus Financial Partners, LLC
Florida
$388K -$3.2K -10 -0.9%
ZB
2063
Zions Bancorporation
Utah
$387K -$93.6K -293 -22%
SL
2064
Salomon & Ludwin
Virginia
$386K +$1.28K +4 +0.4%
TPW
2065
Tiller Private Wealth
Pennsylvania
$386K +$337K +1,054 New
LWANC
2066
Laurel Wealth Advisors (North Carolina)
North Carolina
$385K -$112K -350 -25%
BCM
2067
Beddow Capital Management
Wyoming
$385K – – –
BWP
2068
Baldwin Wealth Partners
Massachusetts
$385K -$16K -50 -5%
GIM
2069
Greylin Investment Management
Virginia
$385K – – –
FP
2070
Financial Perspectives
Minnesota
$384K – – –
PWA
2071
Peterson Wealth Advisors
Utah
$384K +$959 +3 +0.3%
HKIMG
2072
Hutchens & Kramer Investment Management Group
Indiana
$384K +$62K +194 +23%
LWCFA
2073
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K +$2.24K +7 +0.7%
DDC
2074
DF Dent & Co
Maryland
$383K -$67.8K -212 -17%
TWP
2075
Tower Wealth Partners
Pennsylvania
$382K +$38.7K +121 +13%
81 82
83
84 85