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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FTA
576
Financial & Tax Architects
Missouri
$8.72M -$543K -1,271 -7%
LFAS
577
Level Four Advisory Services
Texas
$8.66M +$70.9K +166 +0.9%
TIG
578
Tribune Investment Group
New York
$8.59M +$7.68M +18,000 New
GRP
579
Global Retirement Partners
California
$8.58M +$759K +1,779 +11%
AWM
580
Aries Wealth Management
Maine
$8.58M +$35.4K +83 +0.5%
NIM
581
Northeast Investment Management
Massachusetts
$8.58M -$16.2K -38 -0.2%
WJWM
582
Williams Jones Wealth Management
New York
$8.57M +$800K +1,874 +12%
KJWM
583
Kiley Juergens Wealth Management
Washington
$8.56M -$132K -309 -2%
VA
584
VestGen Advisors
Illinois
$8.55M +$2.98M +6,990 +64%
AMIM
585
Aull & Monroe Investment Management
Alabama
$8.54M -$189K -443 -2%
CBOR
586
Community Bank of Raymore
Missouri
$8.53M -$271K -635 -3%
PA
587
PFG Advisors
Arizona
$8.53M +$209K +489 +3%
FCM
588
Fourpath Capital Management
Oklahoma
$8.5M -$50.4K -118 -0.7%
PFA
589
Pure Financial Advisors
California
$8.48M -$376K -880 -5%
CSP
590
Cary Street Partners
Virginia
$8.46M -$234K -547 -3%
FM
591
Foster & Motley
Ohio
$8.46M -$505K -1,182 -6%
OHWP
592
Oak Harbor Wealth Partners
North Carolina
$8.45M
SYBT
593
Stock Yards Bank & Trust
Kentucky
$8.43M -$434K -1,017 -5%
Nomura Holdings
594
Nomura Holdings
Japan
$8.39M -$26.3M -61,643 -78%
FTWA
595
Fifth Third Wealth Advisors
Ohio
$8.34M -$65.7K -154 -0.9%
VT
596
Vise Technologies
New York
$8.33M -$1.16M -2,714 -13%
HI
597
Horizon Investments
North Carolina
$8.26M +$1.32M +3,097 +22%
OIA
598
OneDigital Investment Advisors
Kansas
$8.24M -$188K -441 -2%
IMRF
599
Illinois Municipal Retirement Fund
Illinois
$8.24M +$504K +1,181 +7%
AG
600
Advocate Group
Minnesota
$8.23M -$111K -261 -1%