CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
1601
Hennion & Walsh Asset Management
New Jersey
$792K -$39.3K -123 -5%
TAM
1602
Townsend Asset Management
North Carolina
$792K +$45.1K +141 +7%
LCM
1603
LVM Capital Management
Michigan
$791K -$774K -2,423 -53%
GWMI
1604
Guardian Wealth Management (Illinois)
Illinois
$791K -$10.9K -34 -2%
FSC
1605
Full Sail Capital
Oklahoma
$788K +$320 +1 +0%
MWM
1606
Marion Wealth Management
Pennsylvania
$785K -$30.7K -96 -4%
HTIM
1607
Harbour Trust & Investment Management
Indiana
$784K -$32K -100 -4%
DFG
1608
Delta Financial Group
New Jersey
$784K -$515K -1,610 -43%
FMLI
1609
Fukoku Mutual Life Insurance
Japan
$784K – – –
OC
1610
Oakworth Capital
Alabama
$782K – – –
OWA
1611
Opal Wealth Advisors
New York
$781K -$115K -360 -14%
MCI
1612
MRP Capital Investments
Georgia
$781K +$270K +845 +66%
RMCM
1613
Reynders McVeigh Capital Management
Massachusetts
$780K -$2.24K -7 -0.3%
MIM
1614
Morningstar Investment Management
Illinois
$778K – – –
AA
1615
Addison Advisors
Vermont
$775K +$19.8K +62 +3%
AIM
1616
Acropolis Investment Management
Missouri
$774K -$320 -1 -0%
FCFC
1617
First Commonwealth Financial Corp
Pennsylvania
$773K – – –
NCM
1618
NCM Capital Management
New Jersey
$771K -$16K -50 -2%
MWPCG
1619
Measured Wealth Private Client Group
New Hampshire
$771K +$301K +943 +81%
QWP
1620
Quotient Wealth Partners
Texas
$771K -$190K -596 -22%
SFS
1621
Summit Financial Strategies
Ohio
$770K -$7.99K -25 -1%
GB
1622
Goepper Burkhardt
South Carolina
$770K – – –
B
1623
Bensler
Washington
$766K +$959 +3 +0.1%
DAM
1624
Derbend Asset Management
Georgia
$765K +$118K +370 +22%
RWM
1625
Revisor Wealth Management
Ohio
$761K +$408K +1,277 +125%
63 64
65
66 67