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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1226
GW Henssler & Associates
Georgia
$274K +$241K +1,739 New
TCM
1227
Traynor Capital Management
Pennsylvania
$273K -$15.3K -110 -6%
1WA
1228
180 Wealth Advisors
Washington
$273K +$240K +1,732 New
SCA
1229
Stonebridge Capital Advisors
Minnesota
$273K +$241K +1,734 New
AFG
1230
Albion Financial Group
Utah
$271K -$38.8K -280 -14%
NIA
1231
Northstar Investment Advisors
Colorado
$268K
FAM
1232
Fenimore Asset Management
New York
$267K
FGC
1233
Financial Gravity Companies
Texas
$266K +$227K +1,634 New
AC
1234
Addison Capital
Pennsylvania
$264K
KP
1235
Keel Point
Alabama
$264K
NL
1236
NWAM LLC
Washington
$263K -$18.6K -134 -7%
TBNY
1237
Trustco Bank (New York)
New York
$262K
FIM
1238
Frontier Investment Management
Texas
$262K +$231K +1,663 New
FC
1239
Forte Capital
New York
$262K +$231K +1,666 New
STMM
1240
South Texas Money Management
Texas
$261K -$21.5K -155 -9%
SDJVC
1241
St. Denis J. Villere & Co
Louisiana
$260K -$69.4K -500 -23%
LA
1242
LexAurum Advisors
Kansas
$260K +$212K +1,527 New
BCM
1243
Breiter Capital Management
Florida
$258K +$227K +1,637 New
PL
1244
Parkwood LLC
Ohio
$257K -$33.8K -244 -13%
EWM
1245
Empirical Wealth Management
Washington
$256K +$226K +1,626 New
SWM
1246
Stockman Wealth Management
Montana
$255K +$416 +3 +0.2%
Treasurer of the State of North Carolina
1247
Treasurer of the State of North Carolina
North Carolina
$255K +$225K +1,621 New
Carson Wealth (CWM LLC)
1248
Carson Wealth (CWM LLC)
Nebraska
$254K -$6.66K -48 -3%
BTNA
1249
Bremer Trust National Association
Minnesota
$254K
SIC
1250
Shoker Investment Counsel
Ohio
$254K +$1.25K +9 +0.6%