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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1101
Signature Financial Management
Virginia
$391K -$166K -1,199 -33%
AssetMark Inc
1102
AssetMark Inc
California
$391K +$138K +996 +67%
RIM
1103
Regent Investment Management
Kentucky
$390K
NIM
1104
NuWave Investment Management
New Jersey
$390K +$343K +2,472 New
PP
1105
PrairieView Partners
Minnesota
$390K +$343K +2,476 New
BIC
1106
Bridges Investment Counsel
Nebraska
$388K -$198K -1,426 -37%
BRF
1107
B. Riley Financial
California
$387K -$35.6K -257 -9%
CAMG
1108
CWA Asset Management Group
Florida
$387K -$12.5K -90 -4%
VST
1109
Van Strum & Towne
California
$387K -$2.08K -15 -0.6%
DWM
1110
Dakota Wealth Management
Florida
$387K +$341K +2,456 New
MHIC
1111
Marble Harbor Investment Counsel
Massachusetts
$384K
TAM
1112
Trillium Asset Management
Massachusetts
$384K
CIA
1113
Choate Investment Advisors
Massachusetts
$383K
AT
1114
Argent Trust
Texas
$382K +$1.39K +10 +0.4%
DI
1115
Diligent Investors
California
$381K
FBT
1116
First Bankers Trust
Kentucky
$379K
PCA
1117
Personal Capital Advisors
California
$377K +$25.8K +186 +8%
BP
1118
Ballentine Partners
Massachusetts
$377K +$85K +613 +34%
CIC
1119
Crawford Investment Counsel
Georgia
$376K +$44.4K +320 +15%
WBG
1120
Wharton Business Group
Pennsylvania
$375K -$11.1K -80 -3%
BRC
1121
Bell Rock Capital
Delaware
$375K +$13.9K +100 +4%
SWMG
1122
Sanchez Wealth Management Group
Florida
$373K +$311K +2,244 New
LCM
1123
LVM Capital Management
Michigan
$370K -$20.8K -150 -6%
AFC
1124
AFT Forsyth & Company
Florida
$370K +$326K +2,350 New
BCM
1125
Brasada Capital Management
Texas
$369K +$325K +2,340 New