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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TNB
1001
Thomasville National Bank
Georgia
$405K -$47.9K -375 -10%
WP
1002
WealthSource Partners
California
$405K +$58.8K +460 +15%
CAG
1003
Crestwood Advisors Group
Massachusetts
$404K -$67.1K -525 -13%
NB
1004
Nicolet Bankshares
Wisconsin
$404K
GLA
1005
Great Lakes Advisors
Illinois
$403K
Los Angeles Capital Management
1006
Los Angeles Capital Management
California
$402K +$37K +290 +9%
RSWM
1007
Robertson Stephens Wealth Management
California
$401K +$62.7K +491 +17%
BRM
1008
Boston Research & Management
Massachusetts
$397K
GG
1009
Gleason Group
Kentucky
$396K +$766 +6 +0.2%
LWPC
1010
Legacy Wealth Partners (California)
California
$395K +$84.9K +665 +24%
ACG
1011
Allen Capital Group
Nebraska
$394K -$52.8K -413 -11%
SC
1012
SouthState Corp
Florida
$393K -$56.6K -443 -12%
TI
1013
tru Independence
Oregon
$393K
WWM
1014
Western Wealth Management
Colorado
$391K +$46.5K +364 +12%
SAM
1015
SignalPoint Asset Management
Missouri
$391K +$59.7K +467 +16%
SBSB
1016
Sullivan, Bruyette, Speros & Blaney
Virginia
$390K +$73.7K +577 +21%
SMFS
1017
Squar Milner Financial Services
California
$389K +$38.3K +300 +10%
SVWAG
1018
Sound View Wealth Advisors Group
Georgia
$388K -$3.19K -25 -0.7%
GVAG
1019
Great Valley Advisor Group
Delaware
$387K -$279K -2,188 -40%
WI
1020
Wintrust Investments
Illinois
$387K
VAS
1021
Vestmark Advisory Solutions
Massachusetts
$387K +$426K +3,336 New
DBIA
1022
Dumont & Blake Investment Advisors
New Jersey
$385K -$7.66K -60 -2%
EWM
1023
Empirical Wealth Management
Washington
$385K +$24K +188 +6%
RIA
1024
Realta Investment Advisors
Delaware
$383K -$250K -1,958 -37%
AA
1025
AF Advisors
California
$383K