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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
576
Physicians Financial Services
North Carolina
$7.03M -$192K -555 -3%
RBC
577
Romano Brothers & Co
Illinois
$7.02M -$34.5K -100 -0.6%
AG
578
Advocate Group
Minnesota
$7.01M +$113K +327 +2%
FTDI
579
First Trust Direct Indexing
Massachusetts
$7M +$370K +1,071 +6%
IGAM
580
iA Global Asset Management
Quebec, Canada
$6.99M -$1.06M -3,067 -15%
FTA
581
Financial & Tax Architects
Missouri
$6.97M -$89.8K -260 -1%
SW
582
SteelPeak Wealth
California
$6.94M -$611K -1,770 -9%
OHWP
583
Oak Harbor Wealth Partners
North Carolina
$6.94M +$1.04K +3 +0%
EF
584
Empirical Finance
Pennsylvania
$6.93M +$92.2K +267 +2%
IIM
585
Ipswich Investment Management
Massachusetts
$6.93M
EA
586
Ellsworth Advisors
Ohio
$6.89M +$137K +397 +2%
TLP
587
Trinity Legacy Partners
Texas
$6.87M -$42.5K -123 -0.7%
BCCM
588
Bridge Creek Capital Management
Massachusetts
$6.87M -$12.8K -37 -0.2%
GA
589
Gateway Advisory
New Jersey
$6.79M -$160K -462 -3%
GT
590
Greenleaf Trust
Michigan
$6.77M +$91.9K +266 +2%
GAM
591
Groupama Asset Management
France
$6.76M -$508K -1,472 -6%
WJWM
592
Williams Jones Wealth Management
New York
$6.76M -$129K -373 -2%
ADL
593
Asset Dedication LLC
California
$6.74M -$785K -2,274 -12%
FLI
594
Family Legacy Inc
South Carolina
$6.71M +$54.2K +157 +0.9%
AP
595
Americana Partners
Texas
$6.7M +$723K +2,095 +14%
MCM
596
MAI Capital Management
Ohio
$6.7M -$725K -2,098 -11%
CCB
597
Country Club Bank
Missouri
$6.68M -$33.2K -96 -0.6%
AAM
598
Advisors Asset Management
Colorado
$6.68M -$1.03M -2,985 -15%
Envestnet Portfolio Solutions
599
Envestnet Portfolio Solutions
Illinois
$6.67M -$488K -1,412 -8%
SCM
600
Sterling Capital Management
North Carolina
$6.67M +$5.89M +17,051 New