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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1426
Opes Wealth Management
California
$589K -$44.8K -206 -8%
IA
1427
IFG Advisory
Georgia
$589K -$60.1K -276 -10%
TAM
1428
Trillium Asset Management
Massachusetts
$589K – – –
SSG
1429
Summit Securities Group
New York
$589K +$99.5K +457 +23%
SCA
1430
Stonebridge Capital Advisors
Minnesota
$581K -$59.4K -273 -10%
MTIC
1431
Missouri Trust & Investment Company
Missouri
$581K +$78.4K +360 +17%
UBV
1432
United Bank (Virginia)
Virginia
$581K -$784K -3,600 -60%
JIC
1433
Joel Isaacson & Co
New York
$581K +$435 +2 +0.1%
HCP
1434
Hexagon Capital Partners
Arkansas
$580K -$84.2K -387 -14%
FCFC
1435
First Citizens Financial Corp
Iowa
$579K -$4.35K -20 -0.8%
MFG
1436
Magnus Financial Group
New York
$579K +$62.9K +289 +14%
CG
1437
Clarus Group
Texas
$577K +$653 +3 +0.1%
RMCM
1438
Reynders McVeigh Capital Management
Massachusetts
$576K -$11.5K -53 -2%
JFGIW
1439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$576K +$41.1K +189 +9%
Bank Julius Baer & Co
1440
Bank Julius Baer & Co
Switzerland
$575K -$3.82M -17,563 -88%
RIM
1441
Regent Investment Management
Kentucky
$575K – – –
HAIM
1442
Hunter Associates Investment Management
Pennsylvania
$575K +$218 +1 +0%
ACM
1443
Aljian Capital Management
Nevada
$575K – – –
FG
1444
Fiduciary Group
Georgia
$574K +$19.6K +90 +4%
QPWM
1445
Quadrant Private Wealth Management
Pennsylvania
$571K +$519K +2,384 New
TFO
1446
Tarbox Family Office
California
$571K -$653 -3 -0.1%
WA1
1447
Wimmer Associates 1
California
$568K – – –
GAMC
1448
Garner Asset Management Corp
Texas
$567K +$1.31K +6 +0.3%
AMG
1449
Advisors Management Group
Wisconsin
$566K – – –
PWMG
1450
Prestige Wealth Management Group
New Jersey
$564K +$17.6K +81 +4%