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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1276
Empirical Wealth Management
Washington
$240K +$474 +3 +0.2%
SIC
1277
Shoker Investment Counsel
Ohio
$239K +$1.26K +8 +0.5%
BTNA
1278
Bremer Trust National Association
Minnesota
$238K
Carson Wealth (CWM LLC)
1279
Carson Wealth (CWM LLC)
Nebraska
$238K
JWBC
1280
J.W. Burns & Co
New York
$236K
IC
1281
Intersect Capital
California
$236K +$29.4K +186 +13%
HPC
1282
Hobart Private Capital
North Carolina
$235K +$252K +1,597 New
CCM
1283
Compton Capital Management
Rhode Island
$235K +$25.3K +160 +11%
CAW
1284
Cornerstone Advisors (Washington)
Washington
$234K
SXL
1285
Summit X LLC
Missouri
$233K -$5.53K -35 -2%
FG
1286
Fiduciary Group
Georgia
$233K +$7.89K +50 +3%
IIC
1287
Integrated Investment Consultants
Michigan
$232K +$248K +1,573 New
AA
1288
Alesco Advisors
New York
$231K
AL
1289
Aspiriant LLC
California
$231K +$248K +1,569 New
KCM
1290
Karp Capital Management
California
$230K +$247K +1,563 New
EIA
1291
Eldridge Investment Advisors
New Hampshire
$229K +$31.6K +200 +15%
FPFS
1292
First Personal Financial Services
North Carolina
$228K -$39.5K -250 -14%
FAB
1293
First American Bank
Illinois
$228K
CIC
1294
Crawford Investment Counsel
Georgia
$227K -$134K -851 -36%
Wealth Enhancement Advisory Services
1295
Wealth Enhancement Advisory Services
Minnesota
$227K +$239K +1,511 New
BCWM
1296
Blue Chip Wealth Management
Florida
$227K +$244K +1,543 New
BAM
1297
Brave Asset Management
New Jersey
$226K -$90.3K -572 -27%
IWP
1298
Icon Wealth Partners
Texas
$226K -$8.69K -55 -3%
WPC
1299
Waters Parkerson & Co
Louisiana
$225K -$205K -1,300 -46%
AWM
1300
Avior Wealth Management
Nebraska
$224K +$158 +1 +0.1%