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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1076
International Assets Investment Management
Florida
$2.14M +$24.9K +72 +1%
TNA
1077
True North Advisors
Texas
$2.13M
WANY
1078
Wealthspire Advisors (New York)
New York
$2.13M +$221K +639 +13%
YDMI
1079
Y.D. More Investments
Israel
$2.12M -$696K -2,015 -27%
GMFG
1080
Greater Midwest Financial Group
Minnesota
$2.12M +$42.1K +122 +2%
ACM
1081
Aster Capital Management
United Arab Emirates
$2.11M +$1.86M +5,397 New
SFG
1082
SevenBridge Financial Group
Pennsylvania
$2.09M +$106K +308 +6%
AB
1083
Atlas Brown
Kentucky
$2.09M -$359K -1,039 -16%
PAMG
1084
Patton Albertson Miller Group
Tennessee
$2.09M
CST
1085
Charles Schwab Trust
Nevada
$2.07M -$205K -595 -10%
CIA
1086
Cladis Investment Advisory
Montana
$2.07M -$4.83K -14 -0.3%
CRC
1087
Curi RMB Capital
Illinois
$2.07M -$691 -2 -0%
LCGC
1088
Legacy Capital Group California
California
$2.07M -$40.4K -117 -2%
LFM
1089
LGT Fund Management
Liechtenstein
$2.07M +$1.81M +5,249 New
GIM
1090
Guardian Investment Management
California
$2.07M
PI
1091
PFG Investments
New York
$2.06M +$28K +81 +2%
WOC
1092
West Oak Capital
California
$2.06M +$13.8K +40 +0.8%
EIA
1093
Eldridge Investment Advisors
New Hampshire
$2.06M +$138K +400 +8%
GWSG
1094
GPS Wealth Strategies Group
Colorado
$2.05M -$24.9K -72 -1%
BFA
1095
Benedict Financial Advisors
Georgia
$2.04M -$208K -601 -10%
TPI
1096
Trust Point Inc
Wisconsin
$2.04M +$28K +81 +2%
AI
1097
AXS Investments
New York
$2.04M -$266K -771 -13%
MNBTD
1098
Moody National Bank Trust Division
Texas
$2.03M +$142K +412 +9%
LMIM
1099
Lockheed Martin Investment Management
Maryland
$2.03M +$1.8M +5,200 New
AFCM
1100
Applied Finance Capital Management
Puerto Rico
$2.03M +$145K +420 +9%