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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
APP
926
Avantax Planning Partners
Iowa
$2.68M +$192K +600 +9%
DWT
927
Dorsey & Whitney Trust
South Dakota
$2.67M -$132K -413 -5%
AB
928
Atlas Brown
Kentucky
$2.67M -$79.3K -248 -3%
FSA
929
Franklin Street Advisors
North Carolina
$2.66M +$83.1K +260 +4%
LFAS
930
Level Four Advisory Services
Texas
$2.62M
CIP
931
Convergence Investment Partners
Florida
$2.62M +$428K +1,339 +23%
LB
932
Legacy Bridge
Iowa
$2.61M +$1.92K +6 +0.1%
AWMT
933
AAFMAA Wealth Management & Trust
North Carolina
$2.61M -$898K -2,809 -28%
TSWM
934
Triangle Securities Wealth Management
North Carolina
$2.61M -$24.6K -77 -1%
CSI
935
Cross Staff Investments
New York
$2.6M
BP
936
Ballentine Partners
Massachusetts
$2.6M +$406K +1,270 +22%
GCM
937
Gables Capital Management
Florida
$2.59M
CG
938
Caprock Group
Idaho
$2.58M -$889K -2,782 -28%
VCA
939
Verdence Capital Advisors
Maryland
$2.57M -$168K -526 -7%
BA
940
BCM Advisors
Louisiana
$2.57M +$22.4K +70 +1%
MWM
941
Modera Wealth Management
New Jersey
$2.57M +$144K +450 +7%
Walleye Capital
942
Walleye Capital
New York
$2.57M +$2.24M +7,005 New
CAM
943
Cozad Asset Management
Illinois
$2.56M +$150K +470 +7%
QIM
944
Quest Investment Management
Oregon
$2.55M
ANTB
945
AMG National Trust Bank
Colorado
$2.55M
RFA
946
Rollins Financial Advisors
New York
$2.55M +$178K +556 +9%
FTWA
947
Fifth Third Wealth Advisors
Ohio
$2.54M +$272K +852 +14%
SSW
948
Stone Summit Wealth
Florida
$2.54M -$198K -620 -8%
TFA
949
Teamwork Financial Advisors
Texas
$2.53M -$3.79M -11,854 -63%
SI
950
Symmetry Investments
Jersey
$2.53M -$479K -1,500 -18%