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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PC
1001
Peavine Capital
Nevada
$516K +$568K +3,800 New
BMC
1002
Benin Management Corp
Connecticut
$513K -$14.9K -100 -3%
AssetMark Inc
1003
AssetMark Inc
California
$512K +$18.8K +126 +3%
PCG
1004
Private Capital Group
Connecticut
$509K +$54.1K +362 +11%
BHBT
1005
Burke & Herbert Bank & Trust
Virginia
$506K
CIAS
1006
Capital Investment Advisory Services
North Carolina
$503K -$28.7K -192 -5%
WLIM
1007
White Lighthouse Investment Management
Massachusetts
$502K
AF
1008
Advisornet Financial
Minnesota
$499K +$16.9K +113 +3%
AWM
1009
Avior Wealth Management
Nebraska
$498K +$321K +2,149 +137%
FNBSF
1010
First National Bank Sioux Falls
South Dakota
$497K -$9.71K -65 -2%
HB
1011
Homrich & Berg
Georgia
$495K -$2.54M -16,987 -82%
SWM
1012
SVA Wealth Management
Wisconsin
$494K +$222K +1,485 +69%
PFM
1013
Parsec Financial Management
North Carolina
$489K -$46.9K -314 -8%
WMG
1014
WESCAP Management Group
California
$488K
NB
1015
Nicolet Bankshares
Wisconsin
$487K
SMFS
1016
Squar Milner Financial Services
California
$487K
TTWM
1017
TCV Trust & Wealth Management
Virginia
$484K +$59.8K +400 +13%
SFG
1018
Summit Financial Group
West Virginia
$483K -$3.73K -25 -0.7%
WDA
1019
Wendell David Associates
New Hampshire
$482K
ERIM
1020
Eagle Ridge Investment Management
Connecticut
$479K
KFA
1021
Kelleher Financial Advisors
New York
$478K -$747 -5 -0.1%
BSW
1022
Buckingham Strategic Wealth
Missouri
$478K +$198K +1,324 +60%
CWA
1023
Clarus Wealth Advisors
Arizona
$477K
FWP
1024
FAS Wealth Partners
Kansas
$476K +$149 +1 +0%
Fuller & Thaler Asset Management
1025
Fuller & Thaler Asset Management
California
$475K