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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GK
3301
Graney & King
New York
$176K +$556 +1 +0.3%
WCM
3302
Winthrop Capital Management
Indiana
$174K – – –
RFS
3303
Richardson Financial Services
Massachusetts
$172K +$77.8K +140 +87%
DF
3304
Dunhill Financial
United Kingdom
$169K +$5.56K +10 +4%
TH
3305
TCTC Holdings
Texas
$167K – – –
TFGT
3306
TS Financial Group (TSFG)
Illinois
$167K +$21.1K +38 +15%
TCM
3307
Triumph Capital Management
Colorado
$167K +$162K +291 New
VWM
3308
Valley Wealth Managers
New Jersey
$166K -$6.72M -12,092 -98%
MBFW
3309
Morton Brown Family Wealth
Pennsylvania
$166K – – –
DWA
3310
Delos Wealth Advisors
Texas
$164K +$16.7K +30 +12%
CB
3311
Centennial Bank
Arkansas
$162K – – –
WA
3312
WPG Advisers
Maryland
$159K +$1.11K +2 +0.7%
SOW
3313
State of Wyoming
Wyoming
$158K -$111K -200 -42%
VCMGDR
3314
Vinland Capital Management Gestora de Recursos
Brazil
$158K -$63.4K -114 -29%
CYG
3315
Clean Yield Group
Vermont
$155K -$4.45K -8 -3%
NMG
3316
New Millennium Group
Utah
$154K -$13.9K -25 -9%
BC
3317
Barrett & Company
Rhode Island
$154K – – –
WAU
3318
Wellington-Altus USA
Manitoba, Canada
$152K +$148K +266 New
TVWM
3319
Tower View Wealth Management
Wisconsin
$152K – – –
MCP
3320
Miller Capital Partners
Michigan
$152K +$147K +265 New
ISWM
3321
Intesa Sanpaolo Wealth Management
$151K +$147K +264 New
E
3322
Entelevest
Florida
$148K +$144K +259 New
Kayne Anderson Rudnick Investment Management
3323
Kayne Anderson Rudnick Investment Management
California
$148K -$143K -258 -50%
SFS
3324
Sunrise Financial Services
Washington
$146K +$141K +254 New
FC
3325
Fairscale Capital
New Hampshire
$145K – – –