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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1226
Kaizen Financial Strategies
California
$809K +$96.3K +459 +14%
AssetMark Inc
1227
AssetMark Inc
California
$808K +$370K +1,766 +95%
SAM
1228
SignalPoint Asset Management
Missouri
$807K -$19.3K -92 -2%
IWA
1229
Intercontinental Wealth Advisors
Texas
$805K +$142K +677 +23%
MWM
1230
Modera Wealth Management
New Jersey
$803K -$692K -3,300 -48%
CG
1231
Cynosure Group
Utah
$802K – – –
MSU
1232
Mizuho Securities USA
New York
$799K -$1.84M -8,778 -71%
JF
1233
Jump Financial
Illinois
$797K -$1.17M -5,594 -61%
DBIA
1234
Dumont & Blake Investment Advisors
New Jersey
$797K +$5.03K +24 +0.7%
WLIM
1235
White Lighthouse Investment Management
Massachusetts
$796K – – –
TNB
1236
Thomasville National Bank
Georgia
$795K – – –
MAG
1237
MRA Advisory Group
New Jersey
$793K -$31.9K -152 -4%
TAM
1238
Taurus Asset Management
New York
$793K – – –
HWAM
1239
Hennion & Walsh Asset Management
New Jersey
$791K +$19.7K +94 +3%
IIA
1240
IPG Investment Advisors
California
$789K -$659K -3,144 -47%
AAM
1241
Auxier Asset Management
Oregon
$789K – – –
BRM
1242
Boston Research & Management
Massachusetts
$789K – – –
GG
1243
Gleason Group
Kentucky
$789K +$4.2K +20 +0.6%
WA
1244
Wealth Architects
California
$789K +$21.4K +102 +3%
CS
1245
Capital Square
Tennessee
$788K -$9.23K -44 -1%
FMB
1246
Field & Main Bank
Kentucky
$787K +$11.5K +55 +2%
First Manhattan
1247
First Manhattan
New York
$782K -$1.05K -5 -0.1%
FIM
1248
Fernwood Investment Management
Massachusetts
$779K – – –
WC
1249
Woodstock Corp
Massachusetts
$774K -$95.4K -455 -12%
PP
1250
Patten & Patten
Tennessee
$773K -$629 -3 -0.1%