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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LWPC
1176
Legacy Wealth Partners (California)
California
$376K +$382K +2,735 New
BCWM
1177
Bartlett & Co Wealth Management
Ohio
$375K -$4.88K -35 -1%
SG
1178
StoneX Group
New York
$375K +$15.1K +108 +4%
PFM
1179
Parsec Financial Management
North Carolina
$371K
SAM
1180
Seelaus Asset Management
New Jersey
$371K
BDF
1181
Balasa Dinverno & Foltz
$371K +$6.7K +48 +2%
LSAG
1182
Lake Street Advisors Group
New Hampshire
$371K +$10.6K +76 +3%
JWA
1183
JFS Wealth Advisors
Pennsylvania
$369K -$19.5K -140 -5%
MF
1184
Magnetar Financial
Illinois
$369K +$349K +2,498 New
CA
1185
Calton & Associates
Florida
$368K -$59.5K -426 -15%
GC
1186
GFG Capital
Florida
$368K +$348K +2,495 New
CT
1187
Cambridge Trust
Massachusetts
$367K +$20.1K +144 +6%
SW
1188
SkyOak Wealth
Michigan
$367K +$347K +2,483 New
Cohen & Steers
1189
Cohen & Steers
New York
$367K +$347K +2,485 New
RIM
1190
Regent Investment Management
Kentucky
$366K
CCM
1191
Covington Capital Management
California
$365K -$5.02K -36 -1%
CFN
1192
Cordasco Financial Network
Florida
$365K +$98K +702 +40%
AAMC
1193
Asset Allocation & Management Company
Illinois
$362K +$342K +2,450 New
TAM
1194
Trillium Asset Management
Massachusetts
$361K -$185K -1,325 -35%
CIM
1195
CIM Investment Management
Pennsylvania
$361K
SIA
1196
Starfire Investment Advisers
Michigan
$361K
BFPW
1197
BOK Financial Private Wealth
Colorado
$361K +$37.3K +267 +12%
BOS
1198
Bingham Osborn & Scarborough
California
$360K -$54K -387 -14%
RIG
1199
Renaissance Investment Group
Massachusetts
$358K +$76.8K +550 +29%
PAA
1200
Peregrine Asset Advisers
Oregon
$357K +$24.4K +175 +8%