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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1601
BluePath Capital Management
Georgia
$811K -$212K -596 -20%
SAM
1602
Seelaus Asset Management
New Jersey
$809K – – –
BCM
1603
Brasada Capital Management
Texas
$808K +$873K +2,450 New
FFL
1604
Future Fund LLC
Illinois
$807K +$871K +2,446 New
T
1605
Tidemark
California
$804K +$46K +129 +6%
AWA
1606
Arbor Wealth Advisors
Michigan
$804K – – –
TAM
1607
Trillium Asset Management
Massachusetts
$803K -$3.56K -10 -0.4%
EW
1608
Elyxium Wealth
California
$800K +$865K +2,427 New
PHIC
1609
Pine Haven Investment Counsel
Massachusetts
$800K -$30.3K -85 -3%
CPIG
1610
Chicago Partners Investment Group
Illinois
$800K +$38.5K +108 +5%
BWP
1611
BSW Wealth Partners
Colorado
$800K -$149K -417 -15%
CFA
1612
Cahill Financial Advisors
Minnesota
$799K +$2.14K +6 +0.2%
AWM
1613
Accredited Wealth Management
Kentucky
$799K – – –
SAM
1614
Sompo Asset Management
Japan
$798K -$81.9K -230 -9%
RW
1615
REDW Wealth
New Mexico
$797K +$28.9K +81 +3%
QWP
1616
Quotient Wealth Partners
Texas
$795K -$22.4K -63 -3%
JWBC
1617
J.W. Burns & Co
New York
$793K -$35.6K -100 -4%
GFP
1618
Gryphon Financial Partners
Ohio
$791K +$187K +524 +28%
OFS
1619
Orrstown Financial Services
Pennsylvania
$790K -$43.1K -121 -5%
CAM
1620
Cidel Asset Management
Ontario, Canada
$790K +$23.9K +67 +3%
MW
1621
Marcum Wealth
Ohio
$789K -$68.4K -192 -7%
AA
1622
Alta Advisers
United Kingdom
$789K +$285K +800 +50%
CI Investments Inc
1623
CI Investments Inc
Ontario, Canada
$787K -$399K -1,119 -32%
GAM
1624
Grandview Asset Management
Pennsylvania
$787K +$62K +174 +8%
FH
1625
FWG Holdings
Florida
$783K -$37.8K -106 -4%