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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2051
Rockingstone Advisors
Massachusetts
$519K – – –
V
2052
VeraBank
Texas
$519K – – –
MWM
2053
McMill Wealth Management
Nebraska
$517K +$667 +2 +0.2%
AWM
2054
Accel Wealth Management
Iowa
$517K +$63.7K +191 +17%
JSL
2055
JT Stratford LLC
Georgia
$515K +$46.7K +140 +12%
BBA
2056
Braun-Bostich & Associates
Pennsylvania
$514K +$20.7K +62 +5%
IA
2057
Intellus Advisors
Florida
$513K +$24.3K +73 +6%
NLP
2058
Next Level Private
New York
$512K – – –
TBNY
2059
Trustco Bank (New York)
New York
$512K +$66.7K +200 +18%
HCM
2060
Hollencrest Capital Management
California
$512K +$37K +111 +9%
OPTFSNA
2061
Old Point Trust & Financial Services N A
Virginia
$511K +$33.3K +100 +8%
ICP
2062
Interchange Capital Partners
Pennsylvania
$511K -$12.7K -38 -3%
WW
2063
Westshore Wealth
California
$511K +$333 +1 +0.1%
BWM
2064
Birchcreek Wealth Management
Ohio
$510K -$1.67K -5 -0.4%
ABWM
2065
Alpine Bank Wealth Management
Colorado
$510K +$223K +670 +104%
CF
2066
Convergence Financial
Missouri
$509K +$136K +409 +45%
CFMC
2067
Curbstone Financial Management Corp
New Hampshire
$509K -$163K -490 -27%
PBF
2068
Petix & Botte Financial
California
$509K – – –
FFC
2069
First Financial Corp
Indiana
$508K – – –
SC
2070
Schulhoff & Co
Ohio
$507K – – –
GAG
2071
GM Advisory Group
New York
$506K +$435K +1,304 New
FF
2072
Friday Financial
Iowa
$506K +$434K +1,303 New
FI
2073
Finivi Inc
Massachusetts
$505K +$6.33K +19 +1%
OL
2074
OneFund LLC
Florida
$505K -$6K -18 -1%
PL
2075
Perpetual Ltd
Australia
$505K -$133K -400 -24%
81 82
83
84 85