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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
951
Peoples Financial Services Corp
Pennsylvania
$240K +$24.9K +300 +11%
LCOV
952
London Company of Virginia
Virginia
$239K
SHWM
953
Smith & Howard Wealth Management
Georgia
$239K +$248K +2,981 New
ACA
954
Anchor Capital Advisors
Massachusetts
$238K
TB
955
Terril Brothers
Missouri
$238K
CCT
956
Country Club Trust
Missouri
$237K -$20.8K -250 -8%
ACM
957
Apex Capital Management
Ohio
$237K +$3.16K +38 +1%
CC
958
Courier Capital
New York
$236K
WPC
959
Waters Parkerson & Co
Louisiana
$236K +$245K +2,953 New
Aristotle Capital Management
960
Aristotle Capital Management
California
$235K
EIM
961
Emerson Investment Management
Massachusetts
$234K +$243K +2,923 New
SSB
962
Sandy Spring Bank
Maryland
$233K -$8.56K -103 -3%
USGIU
963
U.S. Global Investors (USGI)
Texas
$232K -$2.16M -26,000 -90%
AI
964
Accredited Investors
Minnesota
$229K +$249 +3 +0.1%
MCM
965
Mengis Capital Management
Oregon
$229K +$1.75K +21 +0.7%
TYCC
966
Texas Yale Capital Corp
Florida
$228K -$541K -6,508 -70%
SAM
967
Shikiar Asset Management
New York
$226K -$83.1K -1,000 -26%
AWA
968
Arete Wealth Advisors
Illinois
$225K +$415 +5 +0.2%
FWM
969
Frontier Wealth Management
Missouri
$224K +$33.2K +400 +17%
MWAC
970
Mariner Wealth Advisors (Cincinnati)
Ohio
$222K -$163K -1,958 -41%
CAI
971
Capital Advisors Inc
Oklahoma
$221K
VNA
972
Valley National Advisers
Pennsylvania
$220K +$32.2K +387 +16%
FFA
973
First Foundation Advisors
California
$220K +$228K +2,749 New
CAM
974
Carret Asset Management
New York
$219K +$4.16K +50 +2%
TF
975
Tompkins Financial
New York
$217K