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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1051
Summit Financial Group
West Virginia
$443K
APG
1052
Abacus Planning Group
South Carolina
$442K
TTWM
1053
TCV Trust & Wealth Management
Virginia
$441K -$15.4K -118 -3%
WP
1054
WealthSource Partners
California
$441K +$158K +1,213 +54%
WI
1055
Wintrust Investments
Illinois
$441K +$452K +3,472 New
TFA
1056
Toth Financial Advisory
Virginia
$440K -$42.9K -330 -9%
GW
1057
GW & Wade
Massachusetts
$440K +$41.8K +321 +10%
SFG
1058
SNS Financial Group
Minnesota
$438K
EWM
1059
Evermay Wealth Management
Virginia
$437K -$218K -1,675 -33%
DJSG
1060
D.J. St. Germain
Massachusetts
$436K
CCP
1061
Corient Capital Partners
California
$436K +$148K +1,141 +50%
ECM
1062
Evergreen Capital Management
Washington
$436K +$447K +3,433 New
WCM
1063
Whitener Capital Management
North Carolina
$434K
TCM
1064
Teza Capital Management
Illinois
$433K -$3.6M -27,683 -89%
AIM
1065
Advantage Investment Management
Iowa
$433K +$42.3K +325 +11%
FM
1066
Foster & Motley
Ohio
$432K +$74.9K +576 +20%
RCG
1067
Rock Creek Group
District of Columbia
$431K -$254K -1,954 -37%
MIH
1068
Madison Investment Holdings
Wisconsin
$431K -$83.9K -645 -16%
SWA
1069
Stratos Wealth Advisors
Ohio
$429K +$439K +3,374 New
FHA
1070
Flagship Harbor Advisors
Massachusetts
$426K +$86.5K +665 +25%
MHS
1071
M Holdings Securities
Oregon
$425K +$61.4K +472 +16%
TWM
1072
Titus Wealth Management
California
$425K +$73.9K +568 +20%
AIM
1073
Axiom Investment Management
New York
$423K +$433K +3,328 New
Vanguard Capital Wealth Advisors
1074
Vanguard Capital Wealth Advisors
Colorado
$422K -$4.03K -31 -0.9%
SSA
1075
Schonfeld Strategic Advisors
New York
$419K -$1.67M -12,800 -80%