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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1226
Visionary Wealth Advisors
Illinois
$868K -$28.3K -117 -3%
CIC
1227
Crawford Investment Counsel
Georgia
$864K +$10.2K +42 +1%
9WM
1228
9258 Wealth Management
Ohio
$862K -$94.3K -390 -9%
CWP
1229
Curated Wealth Partners
California
$861K -$103K -424 -10%
CCMG
1230
Clark Capital Management Group
Pennsylvania
$856K -$38.1M -157,573 -98%
DG
1231
DMC Group
Alabama
$853K – – –
CRC
1232
Curi RMB Capital
Illinois
$852K -$106K -440 -11%
TCA
1233
Transcend Capital Advisors
New Jersey
$852K -$138K -570 -13%
MBT
1234
Montecito Bank & Trust
California
$850K – – –
CWM
1235
Circle Wealth Management
New Jersey
$850K -$725 -3 -0.1%
OAM
1236
Ostrum Asset Management
France
$842K +$890K +3,680 New
MHIC
1237
Marble Harbor Investment Counsel
Massachusetts
$842K +$54.4K +225 +7%
HW
1238
Hancock Whitney
Mississippi
$841K +$64.3K +266 +8%
FCIM
1239
Fairview Capital Investment Management
California
$839K -$96.7K -400 -10%
WFAG
1240
Worth Financial Advisory Group
North Carolina
$837K -$41.1K -170 -4%
RIA
1241
Regal Investment Advisors
Michigan
$836K +$25.6K +106 +3%
PWMAG
1242
Pinnacle Wealth Management Advisory Group
New Jersey
$835K -$97.9K -405 -10%
Verition Fund Management
1243
Verition Fund Management
Connecticut
$834K +$644K +2,664 +272%
SGK
1244
Steigerwald Gordon & Koch
Virginia
$833K +$202K +835 +30%
DIM
1245
Delta Investment Management
California
$832K – – –
RMDI
1246
R.M. Davis Inc
Maine
$831K +$72.5K +300 +9%
JWCA
1247
J.W. Coons Advisors
Ohio
$831K – – –
SHFA
1248
SS&H Financial Advisors
Michigan
$830K – – –
WC
1249
Woodstock Corp
Massachusetts
$830K – – –
CAG
1250
Csenge Advisory Group
Florida
$828K -$325K -1,345 -27%