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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1151
Carson Advisory
Georgia
$975K +$1.03M +4,261 New
DIA
1152
Dana Investment Advisors
Wisconsin
$973K -$78.1K -323 -7%
CCG
1153
Cypress Capital Group
Florida
$971K -$12.1K -50 -1%
MAM
1154
Morse Asset Management
Connecticut
$971K +$120K +498 +13%
BHBT
1155
Burke & Herbert Bank & Trust
Virginia
$970K -$24.2K -100 -2%
CBT
1156
CoreFirst Bank & Trust
Kansas
$969K -$1.21K -5 -0.1%
TPWA
1157
TRUE Private Wealth Advisors
Oregon
$968K -$4.11K -17 -0.4%
CSB
1158
City State Bank
Iowa
$968K -$72K -298 -7%
CWP
1159
Capital Wealth Planning
Florida
$968K +$118K +490 +13%
TCWM
1160
Total Clarity Wealth Management
Illinois
$968K +$50K +207 +5%
BHIA
1161
Birch Hill Investment Advisors
Massachusetts
$964K
SC
1162
Solstein Capital
California
$964K
GC
1163
Gilbert & Cook
Iowa
$964K +$9.43K +39 +0.9%
AA
1164
Argent Advisors
Louisiana
$962K +$57.5K +238 +6%
DAS
1165
Dynamic Advisor Solutions
Arizona
$962K -$227K -938 -18%
SAA
1166
Southeast Asset Advisors
Georgia
$962K +$4.11K +17 +0.4%
Point72 Asset Management
1167
Point72 Asset Management
Connecticut
$961K +$1.02M +4,201 New
BSA
1168
Braun Stacey Associates
New York
$961K +$471K +1,950 +87%
QCG
1169
Quadrant Capital Group
Ohio
$959K +$87.8K +363 +9%
GC
1170
Grimes & Company
Massachusetts
$954K +$698K +2,888 +226%
Grantham, Mayo, Van Otterloo & Co (GMO)
1171
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$953K -$1.04M -4,300 -51%
EHWM
1172
Eads & Heald Wealth Management
Georgia
$948K +$566K +2,340 +130%
CC
1173
Chicago Capital
Illinois
$946K
AA
1174
Advisory Alpha
Michigan
$945K +$1.69K +7 +0.2%
CWS
1175
Confluence Wealth Services
Pennsylvania
$942K