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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BOH
451
Bank of Hawaii
Hawaii
$2.92M -$77.7K -655 -3%
AI
452
Atria Investments
North Carolina
$2.91M +$2.73M +22,994 New
RG
453
Retirement Group
California
$2.88M +$2.7M +22,783 New
TF
454
TIAA FSB
Florida
$2.88M -$90.6K -764 -3%
V
455
Veritable
Delaware
$2.84M -$224K -1,892 -8%
AHC
456
Anderson Hoagland & Co
Missouri
$2.81M -$606K -5,109 -19%
PFS
457
Prospera Financial Services
Texas
$2.8M +$207K +1,745 +9%
FMWA
458
Forvis Mazars Wealth Advisors
Missouri
$2.79M -$180K -1,515 -6%
X
459
Xponance
Pennsylvania
$2.79M +$2.61M +22,043 New
BRWA
460
B. Riley Wealth Advisors
Florida
$2.78M -$803K -6,770 -24%
CHC
461
City Holding Co
West Virginia
$2.76M -$14.8K -125 -0.6%
AP
462
Advisor Partners
California
$2.74M +$75K +633 +3%
ACM
463
Argyle Capital Management
Pennsylvania
$2.73M -$11.9K -100 -0.5%
TCBWMS
464
Texas Capital Bank Wealth Management Services
Texas
$2.73M +$801K +6,755 +46%
RC
465
RegentAtlantic Capital
New Jersey
$2.71M +$386K +3,253 +18%
IAA
466
Independent Advisor Alliance
North Carolina
$2.71M -$684K -5,770 -21%
BFIM
467
Beese Fulmer Investment Management
Ohio
$2.7M -$115K -973 -4%
SLI
468
Sumitomo Life Insurance
Japan
$2.66M -$204K -1,721 -8%
CIBC Private Wealth Group
469
CIBC Private Wealth Group
Georgia
$2.65M -$2.49M -21,021 -50%
BWL
470
Bogart Wealth LLC
Virginia
$2.64M +$31.7K +267 +1%
WAM
471
World Asset Management
Michigan
$2.63M -$938K -7,909 -28%
MFG
472
Monte Financial Group
Connecticut
$2.63M -$809K -6,820 -25%
MAM
473
Marketfield Asset Management
New York
$2.62M -$194K -1,640 -7%
UIM
474
USS Investment Management
United Kingdom
$2.61M +$2.45M +20,676 New
PH
475
Pinnacle Holdings
Oklahoma
$2.61M +$52.4K +442 +2%