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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VA
1251
Valmark Advisers
Ohio
$4.88M -$22.8K -26 -0.6%
AWS
1252
Alliance Wealth Strategies
Virginia
$4.87M – – –
KF
1253
Krilogy Financial
Missouri
$4.87M -$149K -170 -4%
SCM
1254
SCS Capital Management
Massachusetts
$4.87M -$348K -396 -8%
QPBE
1255
Quintet Private Bank (Europe)
Luxembourg
$4.86M -$79.9K -91 -2%
CIC
1256
Carnegie Investment Counsel
Ohio
$4.86M +$529K +602 +15%
NRC
1257
New Republic Capital
North Carolina
$4.86M +$2.19M +2,496 +121%
DCA
1258
DB&C Advisors
Michigan
$4.86M +$3.51K +4 +0.1%
NSB
1259
Norway Savings Bank
Maine
$4.85M -$201K -229 -5%
LAM
1260
LOM Asset Management
$4.83M -$865K -985 -18%
BFO
1261
Boston Family Office
Massachusetts
$4.82M -$29.9K -34 -0.7%
RWM
1262
RKL Wealth Management
Pennsylvania
$4.81M +$123K +140 +3%
LSV Asset Management
1263
LSV Asset Management
Illinois
$4.81M +$878 +1 +0%
LC
1264
Lawood & Co
Pennsylvania
$4.8M -$351K -399 -8%
PIM
1265
Platinum Investment Management
Australia
$4.79M -$3.51M -4,000 -47%
WAAG
1266
Wealth Alliance Advisory Group
Kansas
$4.78M +$589K +671 +18%
FFA
1267
First Foundation Advisors
California
$4.77M +$329K +374 +9%
TPI
1268
Trust Point Inc
Wisconsin
$4.77M +$184K +210 +5%
SHFA
1269
SS&H Financial Advisors
Michigan
$4.76M +$3.93M +4,475 New
OWIM
1270
Old West Investment Management
California
$4.75M – – –
FHA
1271
Flagship Harbor Advisors
Massachusetts
$4.74M +$7.03K +8 +0.2%
EB
1272
Emprise Bank
Kansas
$4.73M -$41.3K -47 -1%
WFM
1273
Wolff Financial Management
Michigan
$4.73M -$446K -508 -10%
ESB
1274
Essex Savings Bank
Connecticut
$4.73M -$499K -568 -11%
DAM
1275
Diamant Asset Management
Connecticut
$4.72M – – –