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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
951
Fairfield Financial Advisors
Massachusetts
$2.93M -$471K -1,414 -16%
BP
952
Ballentine Partners
Massachusetts
$2.92M -$255K -766 -9%
IA
953
Inspire Advisors
Idaho
$2.91M -$284K -852 -10%
HH
954
Hilltop Holdings
Texas
$2.9M +$608K +1,824 +32%
PNC
955
Park National Corp
Ohio
$2.89M -$256K -768 -9%
TWP
956
Tyche Wealth Partners
Texas
$2.89M +$10.3K +31 +0.4%
AF
957
Arrow Financial
New York
$2.88M +$30.7K +92 +1%
CIM
958
CIM Investment Management
Pennsylvania
$2.88M +$1.27M +3,825 +100%
FFM
959
Forum Financial Management
Illinois
$2.87M +$74.7K +224 +3%
AWM
960
Accurate Wealth Management
Florida
$2.87M +$273K +820 +13%
GIA
961
Gladstone Institutional Advisory
Florida
$2.87M +$146K +437 +6%
DGM
962
Delta Global Management
New York
$2.83M +$2.43M +7,280 New
LB
963
Legacy Bridge
Iowa
$2.82M +$100K +300 +4%
GSC
964
G&S Capital
Colorado
$2.81M -$14.7K -44 -0.6%
BB
965
Berkshire Bank
Massachusetts
$2.81M -$36.7K -110 -1%
IP
966
Ignite Planners
California
$2.8M +$37K +111 +2%
WC
967
Westerkirk Capital
$2.8M +$2.4M +7,210 New
AssetMark Inc
968
AssetMark Inc
California
$2.8M -$4.13M -12,405 -63%
UB
969
Umpqua Bank
Oregon
$2.79M -$43.3K -130 -2%
BG
970
BDF Gestion
France
$2.79M -$261K -784 -10%
SSW
971
Stone Summit Wealth
Florida
$2.79M +$33.3K +100 +1%
PWMAG
972
Pinnacle Wealth Management Advisory Group
New Jersey
$2.78M +$344K +1,031 +17%
VWM
973
Vivid Wealth Management
Iowa
$2.78M +$42.7K +128 +2%
DWT
974
Dorsey & Whitney Trust
South Dakota
$2.77M -$138K -415 -6%
LFM
975
LGT Fund Management
Liechtenstein
$2.75M +$607K +1,822 +35%