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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1326
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$20.4K +157 +10%
TC
1327
Telemus Capital
Michigan
$220K -$8.59K -66 -4%
TA
1328
TFG Advisers
Michigan
$220K +$226K +1,737 New
BJL
1329
Brighton Jones LLC
Washington
$219K +$7.68K +59 +4%
AMG
1330
Advisors Management Group
Wisconsin
$218K -$13.7K -105 -6%
ANBT
1331
American National Bank & Trust
Texas
$217K +$59.8K +460 +37%
BAM
1332
Belpointe Asset Management
Nevada
$216K -$656K -5,043 -75%
HFA
1333
High Falls Advisors
New York
$216K +$130 +1 +0.1%
HS
1334
HighVista Strategies
Massachusetts
$216K +$39K +300 +21%
SIM
1335
Spark Investment Management
New York
$216K +$221K +1,700 New
NSB
1336
Norway Savings Bank
Maine
$215K -$13K -100 -6%
PMFA
1337
Plante Moran Financial Advisors
Michigan
$215K +$71.6K +550 +48%
GLI
1338
Guardian Life Insurance
New York
$214K +$781 +6 +0.4%
KP
1339
Keel Point
Alabama
$213K
RW
1340
REDW Wealth
New Mexico
$212K
FA
1341
FCG Advisors
New Jersey
$212K +$651 +5 +0.3%
HCM
1342
Hutchinson Capital Management
California
$212K +$217K +1,670 New
LC
1343
Lindbrook Capital
California
$212K +$218K +1,674 New
FG
1344
Fiduciary Group
Georgia
$211K +$23.8K +183 +12%
DCM
1345
Driehaus Capital Management
Illinois
$210K -$41.1K -316 -16%
SIC
1346
Shoker Investment Counsel
Ohio
$210K +$1.43K +11 +0.7%
VCM
1347
Vigilant Capital Management
Maine
$210K +$37.7K +290 +21%
Rockefeller Capital Management
1348
Rockefeller Capital Management
New York
$210K +$75.5K +580 +54%
W
1349
Wealthquest
Ohio
$210K +$215K +1,654 New
EWM
1350
Empirical Wealth Management
Washington
$209K -$5.99K -46 -3%