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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1351
Trillium Asset Management
Massachusetts
$536K -$1.39K -6 -0.2%
HBT
1352
Hills Bank & Trust
Iowa
$536K +$46.2K +200 +9%
MCM
1353
Maryland Capital Management
Maryland
$535K +$76.7K +332 +16%
CWA
1354
Clarus Wealth Advisors
Arizona
$531K -$367K -1,591 -40%
5L
1355
55I LLC
Massachusetts
$531K +$248K +1,074 +79%
PCP
1356
Proficio Capital Partners
Massachusetts
$530K +$8.31K +36 +2%
Jones Financial Companies
1357
Jones Financial Companies
Missouri
$528K -$131K -566 -19%
AL
1358
Aspiriant LLC
California
$528K +$2.77K +12 +0.5%
FMW
1359
Farr Miller & Washington
District of Columbia
$527K – – –
NIA
1360
Northstar Investment Advisors
Colorado
$527K – – –
SIG
1361
Sargent Investment Group
Maryland
$527K – – –
SCM
1362
Stevens Capital Management
Pennsylvania
$526K +$558K +2,416 New
FPWM
1363
FSB Premier Wealth Management
Iowa
$524K +$65.4K +283 +13%
GAM
1364
Grandview Asset Management
Pennsylvania
$524K +$529K +2,292 +2,011%
EWA
1365
Exencial Wealth Advisors
Oklahoma
$521K +$188K +812 +51%
TCMP
1366
Thrive Capital Management (Pennsylvania)
Pennsylvania
$518K +$203K +879 +59%
FNBOH
1367
First National Bank of Hutchinson
Kansas
$517K -$219K -950 -29%
LC
1368
LCNB Corp
Ohio
$516K +$41.6K +180 +8%
AWA
1369
Acorn Wealth Advisors
Michigan
$514K +$231 +1 +0%
WAM
1370
Wolverine Asset Management
Illinois
$514K +$366K +1,585 +203%
CP
1371
Castleview Partners
Texas
$514K +$545K +2,360 New
LOAMS
1372
Lombard Odier Asset Management (Switzerland)
Switzerland
$511K +$287K +1,241 +112%
ACS
1373
Archford Capital Strategies
Illinois
$510K -$145K -626 -21%
EWM
1374
Evermay Wealth Management
Virginia
$510K -$22.6K -98 -4%
MYIA
1375
Mount Yale Investment Advisors
Colorado
$509K -$56.4K -244 -9%