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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
1726
Comprehensive Financial Consultants Institutional
Indiana
$321K – – –
NEWAS
1727
N.E.W. Advisory Services
Wisconsin
$320K -$170K -811 -37%
LAM
1728
L2 Asset Management
Massachusetts
$320K +$301K +1,435 New
MAM
1729
Marotta Asset Management
Virginia
$319K +$10.7K +51 +4%
ZIG
1730
Zullo Investment Group
Pennsylvania
$319K +$19.5K +93 +7%
APW
1731
Acima Private Wealth
Virginia
$317K – – –
OPTFSNA
1732
Old Point Trust & Financial Services N A
Virginia
$316K – – –
TA
1733
TFG Advisers
Michigan
$315K +$31.7K +151 +12%
CC
1734
Cadinha & Co
Hawaii
$314K -$13.6K -65 -4%
AL
1735
ACAS LLC
California
$314K – – –
AMC
1736
Asset Management Corp
Illinois
$314K +$296K +1,410 New
FNC
1737
First National Corp
Massachusetts
$313K -$419 -2 -0.1%
EFSCE
1738
Enterprise Financial Services Corp (EFSC)
Missouri
$313K +$4.61K +22 +2%
MS
1739
Mizuho Securities
Japan
$313K +$189K +901 +178%
MPW
1740
Monterey Private Wealth
California
$313K +$294K +1,404 New
WSCM
1741
Wellington Shields Capital Management
New York
$312K -$954K -4,550 -76%
NJBEST
1742
New Jersey Better Educational Savings Trust
New Jersey
$312K – – –
JE
1743
JMAC Enterprises
Pennsylvania
$311K +$3.77K +18 +1%
FFG
1744
Frisch Financial Group
New York
$310K -$839 -4 -0.3%
PFSC
1745
Peoples Financial Services Corp
Pennsylvania
$310K +$150K +714 +106%
EA
1746
Echo45 Advisors
California
$309K -$24.1K -115 -8%
ESBC
1747
E.S. Barr & Co
Kentucky
$309K -$10.5K -50 -3%
1IA
1748
1834 Investment Advisors
Wisconsin
$309K – – –
CA
1749
Cortland Associates
Missouri
$309K – – –
BF
1750
Blankinship & Foster
California
$307K – – –