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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NIT
1251
NumerixS Investment Technologies
British Columbia, Canada
$245K +$269K +1,803 New
BWM
1252
BigSur Wealth Management
Florida
$244K -$46.3K -310 -15%
FFC
1253
First Financial Corp
Indiana
$244K – – –
BCA
1254
Benchmark Capital Advisors
New York
$244K +$269K +1,800 New
BFM
1255
Boothbay Fund Management
New York
$244K +$269K +1,802 New
TCM
1256
Traynor Capital Management
Pennsylvania
$243K +$299 +2 +0.1%
NGA
1257
Naples Global Advisors
Florida
$242K +$267K +1,784 New
GC
1258
Grimes & Company
Massachusetts
$241K +$14.9K +100 +6%
FAN
1259
Financial Advisors Network
California
$241K +$265K +1,776 New
Carson Wealth (CWM LLC)
1260
Carson Wealth (CWM LLC)
Nebraska
$240K +$23.2K +155 +10%
FIB
1261
First Interstate Bank
Montana
$239K – – –
TC
1262
Telemus Capital
Michigan
$239K +$2.99K +20 +1%
DCM
1263
Driehaus Capital Management
Illinois
$239K +$264K +1,764 New
BAM
1264
Bruderman Asset Management
New York
$238K -$101K -674 -28%
PAM
1265
Premier Asset Management
Illinois
$237K – – –
SC
1266
Schulhoff & Co
Ohio
$237K – – –
ICM
1267
IMS Capital Management
Oregon
$237K +$261K +1,746 New
TWM
1268
Torch Wealth Management
Ohio
$235K -$14.8K -99 -5%
CGA
1269
Crescent Grove Advisors
Illinois
$234K +$1.2K +8 +0.5%
OWP
1270
Obermeyer Wealth Partners
Colorado
$234K +$2.99K +20 +1%
SCA
1271
Stonebridge Capital Advisors
Minnesota
$232K -$3.73K -25 -1%
DAS
1272
Dynamic Advisor Solutions
Arizona
$232K +$1.05K +7 +0.4%
AFG
1273
Albion Financial Group
Utah
$231K – – –
BHA
1274
Beech Hill Advisors
New York
$231K – – –
FAM
1275
Fenimore Asset Management
New York
$230K – – –