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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1151
Waverly Advisors
Alabama
$830K +$121K +525 +16%
PG
1152
Pendal Group
Australia
$826K +$578K +2,504 +194%
FMLI
1153
Fukoku Mutual Life Insurance
Japan
$823K
WC
1154
Weil Company
California
$815K
EWM
1155
Empirical Wealth Management
Washington
$814K -$2.77K -12 -0.3%
LWAC
1156
Laurel Wealth Advisors (California)
California
$811K +$85K +368 +11%
GI
1157
Gradient Investments
Minnesota
$810K +$231 +1 +0%
LNWTC
1158
Laird Norton Wetherby Trust Company
Washington
$808K -$31.2K -135 -4%
LSAG
1159
Lake Street Advisors Group
New Hampshire
$808K -$7.39K -32 -0.9%
1WM
1160
1900 Wealth Management
Texas
$807K +$37K +160 +5%
EGA
1161
E&G Advisors
Texas
$805K -$855K -3,700 Closed
BP
1162
Ballentine Partners
Massachusetts
$801K +$298K +1,291 +54%
CWM
1163
Circle Wealth Management
New Jersey
$800K -$3.46K -15 -0.4%
CCB
1164
Cutter & Co Brokerage
Missouri
$796K -$13.6K -59 -2%
BC
1165
Barnett & Company
Tennessee
$794K -$2.98M -12,900 -78%
RBFC
1166
Roman Butler Fullerton & Co
Missouri
$793K -$121K -522 -13%
WC
1167
Westhampton Capital
North Carolina
$792K +$23.1K +100 +3%
SWA
1168
Stratos Wealth Advisors
Ohio
$791K +$108K +469 +15%
DIM
1169
Delta Investment Management
California
$787K +$27.3K +118 +3%
DAS
1170
Dynamic Advisor Solutions
Arizona
$784K +$88.5K +383 +12%
First Manhattan
1171
First Manhattan
New York
$784K +$124K +535 +17%
CG
1172
Cynosure Group
Utah
$783K +$69.3K +300 +9%
AC
1173
Applied Capital
Arkansas
$782K
GWSG
1174
GPS Wealth Strategies Group
Colorado
$780K +$61K +264 +8%
WLIM
1175
White Lighthouse Investment Management
Massachusetts
$777K -$6.7K -29 -0.8%