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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 – – –
OMIC
1160
Old Mission Investment Co
Michigan
$806K +$32.9K +159 +5%
RCAG
1161
Rehmann Capital Advisory Group
Michigan
$806K +$130K +627 +22%
GG
1162
Gleason Group
Kentucky
$804K -$30.4K -147 -4%
RWP
1163
RWA Wealth Partners
Massachusetts
$804K +$37.5K +181 +6%
OPS
1164
Orion Portfolio Solutions
Nebraska
$797K +$11K +53 +2%
CRIG
1165
Charter Research & Investment Group
Connecticut
$788K – – –
CWM
1166
Concentric Wealth Management
California
$788K – – –
KA
1167
Kercheville Advisors
Texas
$788K – – –
CCM
1168
CAAS Capital Management
New York
$788K +$704K +3,400 New
VCAM
1169
Van Cleef Asset Management
Ohio
$787K -$1.29M -6,240 -65%
KPW
1170
Kore Private Wealth
New York
$786K -$416K -2,009 -37%
FIM
1171
Fernwood Investment Management
Massachusetts
$786K +$5.38K +26 +0.8%
FFG
1172
Fortem Financial Group
California
$784K +$44.5K +215 +7%
FFA
1173
Founders Financial Alliance
North Carolina
$784K +$64.4K +311 +10%
RMDI
1174
R.M. Davis Inc
Maine
$782K +$35.8K +173 +5%
QCIG
1175
Quad-Cities Investment Group
Iowa
$780K +$67.7K +327 +11%
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