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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
976
Alethea Capital Management
Washington
$602K +$559K +3,951 New
SFP
977
Shepherd Financial Partners
Massachusetts
$592K
HB
978
Homrich & Berg
Georgia
$592K +$33.1K +234 +6%
AC
979
Arjuna Capital
North Carolina
$590K -$108K -767 -17%
AssetMark Inc
980
AssetMark Inc
California
$590K +$13.2K +93 +2%
3C
981
361 Capital
Colorado
$589K -$9.9K -70 -2%
SSB
982
Sandy Spring Bank
Maryland
$587K -$24.6K -174 -4%
AFNAS
983
American Financial Network Advisory Services
California
$584K +$529K +3,740 +4,156%
SAA
984
Southeast Asset Advisors
Georgia
$582K +$990 +7 +0.2%
CFA
985
Carroll Financial Associates
North Carolina
$581K +$1.7K +12 +0.3%
RWM
986
Ritholtz Wealth Management
New York
$579K -$6.51K -46 -1%
PC
987
Peavine Capital
Nevada
$579K
TFA
988
Toth Financial Advisory
Virginia
$578K -$26.6K -188 -5%
MWM
989
Meridian Wealth Management
Kentucky
$577K -$20.1K -142 -4%
OC
990
Oarsman Capital
Wisconsin
$576K -$46K -325 -8%
CHA
991
Carmichael Hill & Associates
Maryland
$576K -$7.07K -50 -1%
WP
992
WMS Partners
Maryland
$570K -$7.46M -52,726 -93%
BHBT
993
Burke & Herbert Bank & Trust
Virginia
$569K
LWAC
994
Laurel Wealth Advisors (California)
California
$569K +$154K +1,089 +41%
RMDI
995
R.M. Davis Inc
Maine
$568K -$53K -375 -9%
Jones Financial Companies
996
Jones Financial Companies
Missouri
$567K +$114K +805 +28%
PCG
997
Private Capital Group
Connecticut
$566K -$6.08K -43 -1%
Renaissance Technologies
998
Renaissance Technologies
New York
$564K -$73.4M -518,600 -99%
MGIA
999
Moneta Group Investment Advisors
Missouri
$564K -$192K -1,356 -27%
WLIM
1000
White Lighthouse Investment Management
Massachusetts
$564K