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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$4.89M -$43.2K -205 -0.7%
Koshinski Asset Management
452
Koshinski Asset Management
Illinois
$4.89M -$69.1K -328 -1%
AAS
453
Avantax Advisory Services
Texas
$4.77M -$74K -351 -1%
SOS
454
Silver Oak Securities
Tennessee
$4.77M -$78.8K -374 -1%
CGH
455
Crossmark Global Holdings
Texas
$4.76M +$170K +809 +3%
MMA
456
Miracle Mile Advisors
California
$4.76M +$162K +769 +3%
SFM
457
Signet Financial Management
New Jersey
$4.76M +$94K +446 +2%
KOCAA
458
Knights of Columbus Asset Advisors
Connecticut
$4.73M -$1.14M -5,429 -17%
YIH
459
Y-Intercept (HK)
Hong Kong
$4.73M +$5.57M +26,451 New
IWN
460
Independent Wealth Network
Iowa
$4.71M +$843 +4 +0%
AWAG
461
ARS Wealth Advisors Group
Florida
$4.63M +$5.23M +24,829 +2,257%
WP
462
Waycross Partners
Kentucky
$4.63M -$7.8K -37 -0.1%
ANBT
463
American National Bank & Trust
Texas
$4.61M -$31.6K -150 -0.6%
NIC
464
Northwest Investment Counselors
Oregon
$4.58M -$68.1K -323 -1%
AMIM
465
Aull & Monroe Investment Management
Alabama
$4.55M -$15.6K -74 -0.3%
AIM
466
Achmea Investment Management
Netherlands
$4.55M
BRWA
467
B. Riley Wealth Advisors
Florida
$4.52M +$289K +1,372 +6%
MFG
468
Monte Financial Group
Connecticut
$4.51M +$65.5K +311 +1%
HWM
469
HB Wealth Management
Georgia
$4.48M +$385K +1,827 +8%
EIM
470
Essex Investment Management
Massachusetts
$4.48M -$378K -1,792 -7%
CFD
471
Creative Financial Designs
Indiana
$4.45M +$130K +616 +3%
PP
472
Prudential plc
United Kingdom
$4.45M +$146K +695 +3%
BIAS
473
Beacon Investment Advisory Services
New Jersey
$4.41M +$216K +1,025 +4%
BRA
474
Biechele Royce Advisors
Indiana
$4.34M -$37.9K -180 -0.7%
HFM
475
Hartford Financial Management
Connecticut
$4.33M -$41.1K -195 -0.8%