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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EH
426
Equitable Holdings
New York
$35.4M -$2.54M -2,896 -8%
VFA
427
Valeo Financial Advisors
Indiana
$35.3M +$9.74M +11,087 +50%
MWM
428
Meridian Wealth Management
Kentucky
$35.3M +$319K +363 +1%
SCM
429
Soros Capital Management
New York
$34.9M +$14.3M +16,300 +99%
JPWM
430
Jamison Private Wealth Management
Georgia
$34.9M -$184K -209 -0.6%
QP
431
Quilter Plc
United Kingdom
$34.8M -$1.21M -1,381 -4%
NB
432
Norinchukin Bank
Japan
$34.8M -$3.43M -3,901 -11%
PAS
433
Park Avenue Securities
New York
$34.8M +$2.21M +2,517 +8%
PAI
434
Pittenger & Anderson Inc
Nebraska
$34.7M -$791K -900 -3%
SW
435
SlateStone Wealth
Florida
$34.2M -$1.91M -2,178 -6%
ADEF
436
Adams Diversified Equity Fund
Maryland
$34.1M +$28.1M +32,000 New
JC
437
Jacobs & Co
California
$33.9M -$1.85M -2,109 -6%
EGA
438
Eagle Global Advisors
Texas
$33.6M -$6.15K -7 -0%
MWM
439
Mission Wealth Management
California
$33.5M +$18.8M +21,348 +212%
IAA
440
Independent Advisor Alliance
North Carolina
$33.4M -$663K -755 -2%
CIC
441
Cutler Investment Counsel
Oregon
$32.9M -$6.06M -6,898 -18%
FCH
442
Freestone Capital Holdings
Washington
$32.9M +$1.03M +1,174 +4%
AAIS
443
ABN AMRO Investment Solutions
$32.8M +$4.29M +4,881 +19%
HI
444
Horizon Investments
North Carolina
$32.5M +$6.78M +7,717 +34%
HPG
445
Harvest Portfolios Group
Ontario, Canada
$32.4M -$9.17M -10,436 -26%
AUB
446
Atlantic Union Bankshares
Virginia
$32.3M +$1.72M +1,955 +7%
Allspring Global Investments
447
Allspring Global Investments
North Carolina
$32.2M -$485K -552 -2%
IGAM
448
iA Global Asset Management
Quebec, Canada
$32.1M -$4.15M -4,719 -14%
TAM
449
Telemark Asset Management
Massachusetts
$31.9M
SWM
450
Stockman Wealth Management
Montana
$31.6M -$3.69M -4,205 -12%