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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TFG
1701
Taylor Financial Group
Virginia
$534K +$468K +1,805 New
TC
1702
Telemus Capital
Michigan
$533K +$10.1K +39 +2%
BBNB
1703
Baker Boyer National Bank
Washington
$532K – – –
Harris Associates
1704
Harris Associates
Illinois
$532K – – –
AGAM
1705
Audent Global Asset Management
California
$530K +$45.4K +175 +11%
EI
1706
EDMP Inc
Florida
$530K +$163K +628 +54%
RDWM
1707
Red Door Wealth Management
Tennessee
$527K +$38.4K +148 +9%
BWM
1708
Benchmark Wealth Management
Connecticut
$527K +$259 +1 +0.1%
LA
1709
Lakeside Advisors
Washington
$527K +$259 +1 +0.1%
MA
1710
MBA Advisors
Pennsylvania
$526K – – –
HIIFS
1711
Harel Insurance Investments & Financial Services
Israel
$524K +$213K +823 +87%
RIA
1712
Richwood Investment Advisors
Ohio
$523K +$58.4K +225 +15%
TWM
1713
Thrive Wealth Management
Pennsylvania
$523K +$4.41K +17 +1%
BFM
1714
Boston Financial Management
Massachusetts
$523K -$1.04K -4 -0.2%
WKWM
1715
Walter & Keenan Wealth Management
Indiana
$520K -$11.4K -44 -2%
LF
1716
LifeSteps Financial
California
$520K – – –
LA
1717
LVW Advisors
New York
$519K +$52.9K +204 +13%
SFB
1718
STAR Financial Bank
Indiana
$519K +$35K +135 +8%
WMA
1719
Wealth Management Associates
New Jersey
$519K -$12.7K -49 -3%
ODA
1720
One Degree Advisors
California
$519K +$419K +1,615 New
CWM
1721
Calamos Wealth Management
Illinois
$518K +$25.9K +100 +6%
SFG
1722
Sovereign Financial Group
Connecticut
$517K +$24.4K +94 +6%
THWM
1723
Taylor Hoffman Wealth Management
Virginia
$517K – – –
BWG
1724
Boomfish Wealth Group
Georgia
$514K +$451K +1,740 New
ARG
1725
Advisory Resource Group
Oklahoma
$514K – – –