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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BMC
1301
Benin Management Corp
Connecticut
$600K – – –
LC
1302
Landaas & Company
Wisconsin
$599K +$693 +3 +0.1%
APG
1303
Abacus Planning Group
South Carolina
$598K +$37.6K +163 +6%
FCFC
1304
First Citizens Financial Corp
Iowa
$597K – – –
ARC
1305
Advisor Resource Council
Texas
$595K +$631K +2,734 New
CAMG
1306
CWA Asset Management Group
Florida
$593K -$30.7K -133 -5%
CFA
1307
Capstone Financial Advisors
Illinois
$590K -$20.6K -89 -3%
PP
1308
PrairieView Partners
Minnesota
$588K +$2.54K +11 +0.4%
SAM
1309
Seelaus Asset Management
New Jersey
$586K -$11.3K -49 -2%
RPC
1310
Rossmore Private Capital
Connecticut
$586K – – –
RW
1311
Rede Wealth
Virginia
$582K +$231 +1 +0%
VWM
1312
Vigilare Wealth Management
Arizona
$581K +$73.9K +320 +14%
OWM
1313
Opes Wealth Management
California
$580K – – –
RIG
1314
Renaissance Investment Group
Massachusetts
$579K – – –
B
1315
Barings
North Carolina
$577K -$753K -3,262 -55%
PAMG
1316
Patton Albertson Miller Group
Tennessee
$575K -$137K -595 -18%
TFA
1317
Toth Financial Advisory
Virginia
$575K +$52.2K +226 +9%
WCM
1318
Windsor Capital Management
Arizona
$570K – – –
MA
1319
Montag & Associates
Georgia
$569K +$3.46K +15 +0.6%
BFM
1320
Boston Financial Management
Massachusetts
$566K – – –
PIM
1321
Perpetual Investment Management
Australia
$566K – – –
BONST
1322
Bank of Nova Scotia Trust
Ontario, Canada
$566K +$231 +1 +0%
KPW
1323
Kore Private Wealth
New York
$565K -$183K -793 -23%
LSV Asset Management
1324
LSV Asset Management
Illinois
$565K – – –
OQS
1325
Occudo Quantitative Strategies
Florida
$563K +$597K +2,585 New