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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1276
Total Clarity Wealth Management
Illinois
$627K +$20.7K +100 +4%
CIC
1277
Crawford Investment Counsel
Georgia
$625K -$30.6K -148 -5%
PP
1278
PrairieView Partners
Minnesota
$624K +$2.28K +11 +0.4%
RPC
1279
Rossmore Private Capital
Connecticut
$624K +$92.3K +446 +20%
WP
1280
WealthShield Partners
North Carolina
$623K -$106K -512 -16%
FHA
1281
Flagship Harbor Advisors
Massachusetts
$623K +$15.9K +77 +3%
BRWM
1282
B. Riley Wealth Management
Tennessee
$621K +$555K +2,679 New
RW
1283
Rede Wealth
Virginia
$620K – – –
NP
1284
NorthRock Partners
Minnesota
$619K -$103K -499 -16%
OWM
1285
Opes Wealth Management
California
$618K – – –
RIG
1286
Renaissance Investment Group
Massachusetts
$617K +$18.2K +88 +3%
QCG
1287
Quadrant Capital Group
Ohio
$617K +$55.9K +270 +11%
FI
1288
Fosun International
China
$612K +$105K +505 +24%
WCM
1289
Windsor Capital Management
Arizona
$607K -$50.3K -243 -8%
P
1290
Pitcairn
Pennsylvania
$607K +$39.7K +192 +8%
SFSG
1291
Sound Financial Strategies Group
Mississippi
$606K -$234K -1,128 -30%
BCA
1292
Berman Capital Advisors
Georgia
$606K +$65.2K +315 +14%
BFM
1293
Boston Financial Management
Massachusetts
$603K -$53.8K -260 -9%
MA
1294
Montag & Associates
Georgia
$603K – – –
BONST
1295
Bank of Nova Scotia Trust
Ontario, Canada
$603K +$207 +1 +0%
Artisan Partners
1296
Artisan Partners
Wisconsin
$602K +$537K +2,594 New
LSV Asset Management
1297
LSV Asset Management
Illinois
$602K +$538K +2,600 New
PIM
1298
Perpetual Investment Management
Australia
$601K – – –
WP
1299
WealthSource Partners
California
$601K +$38.7K +187 +8%
NSAM
1300
North Star Asset Management
Wisconsin
$600K – – –