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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1576
Tradition Wealth Management
Minnesota
$253K +$236K +1,390 New
MW
1577
Marcum Wealth
Ohio
$252K +$3.22K +19 +1%
LFA
1578
Landmark Financial Advisors
Kentucky
$252K +$220K +1,300 New
GIA
1579
Granite Investment Advisors
New Hampshire
$251K -$3.56K -21 -1%
BF
1580
Blankinship & Foster
California
$251K
TA
1581
TFG Advisers
Michigan
$250K -$19.7K -116 -8%
SMH
1582
Sanders Morris Harris
Texas
$250K
CAM
1583
Claret Asset Management
Quebec, Canada
$250K +$2.37K +14 +1%
AF
1584
Allworth Financial
California
$250K +$37.1K +219 +19%
IWAG
1585
Integer Wealth Advisors Group
Georgia
$250K +$218K +1,287 New
CW
1586
CreativeOne Wealth
Kansas
$250K +$233K +1,375 New
FNC
1587
First National Corp
Massachusetts
$249K -$28.7K -169 -11%
MWM
1588
Minot Wealth Management
Massachusetts
$249K -$17K -100 -7%
HCM
1589
Hollencrest Capital Management
California
$249K +$232K +1,371 New
AAS
1590
Annex Advisory Services
Wisconsin
$248K +$231K +1,364 New
AP
1591
Appleton Partners
Massachusetts
$247K +$230K +1,356 New
Cohen & Steers
1592
Cohen & Steers
New York
$246K -$28.8K -170 -11%
RWB
1593
RMR Wealth Builders
New Jersey
$246K -$26.5K -156 -10%
WTFG
1594
Wells Trecaso Financial Group
Ohio
$246K +$229K +1,350 New
CIS
1595
Capital International Sarl
California
$246K +$229K +1,352 New
VFG
1596
V2 Financial group
Illinois
$246K +$229K +1,351 New
FNBOH
1597
First National Bank of Hutchinson
Kansas
$245K +$227K +1,336 New
TWP
1598
Tower Wealth Partners
Pennsylvania
$245K +$228K +1,345 New
HS
1599
Haafor (Singapore)
Singapore
$245K +$228K +1,347 New
SFFS
1600
Stonehage Fleming Financial Services
Jersey
$244K