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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1151
Montis Financial
Massachusetts
$819K – – –
NB
1152
Nicolet Bankshares
Wisconsin
$816K +$124K +599 +21%
DBIA
1153
Dumont & Blake Investment Advisors
New Jersey
$815K +$16.6K +80 +2%
CFS
1154
CRA Financial Services
New Jersey
$814K +$6.21K +30 +0.9%
KFA
1155
Krane Funds Advisors
New York
$812K +$6.21K +30 +0.9%
HWA
1156
HHM Wealth Advisors
Tennessee
$812K +$18.6K +90 +3%
TCB
1157
Texas Capital Bancshares
Texas
$812K +$725K +3,502 New
DIM
1158
Delta Investment Management
California
$811K -$2.48K -12 -0.3%
DAM
1159
Diamant Asset Management
Connecticut
$807K – – –
RCAG
1160
Rehmann Capital Advisory Group
Michigan
$806K +$130K +627 +22%
GG
1161
Gleason Group
Kentucky
$804K -$30.4K -147 -4%
RWP
1162
RWA Wealth Partners
Massachusetts
$804K +$37.5K +181 +6%
OPS
1163
Orion Portfolio Solutions
Nebraska
$797K +$11K +53 +2%
CRIG
1164
Charter Research & Investment Group
Connecticut
$788K – – –
CWM
1165
Concentric Wealth Management
California
$788K – – –
KA
1166
Kercheville Advisors
Texas
$788K – – –
CCM
1167
CAAS Capital Management
New York
$788K +$704K +3,400 New
VCAM
1168
Van Cleef Asset Management
Ohio
$787K -$1.29M -6,240 -65%
KPW
1169
Kore Private Wealth
New York
$786K -$416K -2,009 -37%
FIM
1170
Fernwood Investment Management
Massachusetts
$786K +$5.38K +26 +0.8%
FFG
1171
Fortem Financial Group
California
$784K +$44.5K +215 +7%
FFA
1172
Founders Financial Alliance
North Carolina
$784K +$64.4K +311 +10%
RMDI
1173
R.M. Davis Inc
Maine
$782K +$35.8K +173 +5%
QCIG
1174
Quad-Cities Investment Group
Iowa
$780K +$67.7K +327 +11%
LWAC
1175
Laurel Wealth Advisors (California)
California
$779K -$3.31K -16 -0.5%
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