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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1801
OneAscent Wealth Management
Alabama
$317K +$288K +1,324 New
IAP
1802
Indie Asset Partners
Indiana
$316K – – –
BSB
1803
Bangor Savings Bank
Maine
$316K – – –
OSNBOA
1804
Old Second National Bank of Aurora
Illinois
$316K -$241K -1,106 -46%
FAFN
1805
First Affirmative Financial Network
Colorado
$316K -$79K -363 -22%
PFGIA
1806
Patriot Financial Group Insurance Agency
Massachusetts
$316K -$46.6K -214 -14%
MCM
1807
Monarch Capital Management
Indiana
$316K – – –
AAMC
1808
Asset Allocation & Management Company
Illinois
$315K -$108K -498 -27%
STA
1809
Summit Trail Advisors
New York
$315K -$77.3K -355 -21%
MFA
1810
Millington Financial Advisors
Illinois
$314K +$286K +1,312 New
PRS
1811
Pinkerton Retirement Specialists
Idaho
$314K +$286K +1,312 New
CGA
1812
Crescent Grove Advisors
Illinois
$314K -$103K -471 -26%
WW
1813
Westshore Wealth
California
$314K – – –
LC
1814
Landaas & Company
Wisconsin
$311K -$317K -1,456 -53%
CFA
1815
Compass Financial Advisors
Indiana
$311K -$21.8K -100 -7%
CTA
1816
Chesley Taft & Associates
Illinois
$310K – – –
BFA
1817
Benedict Financial Advisors
Georgia
$309K +$435 +2 +0.2%
VanEck Associates
1818
VanEck Associates
New York
$308K +$280K +1,285 New
DCM
1819
Dudley Capital Management
Virginia
$308K +$280K +1,285 New
JE
1820
JMAC Enterprises
Pennsylvania
$308K -$64K -294 -19%
SCA
1821
Sandy Cove Advisors
Massachusetts
$307K +$10.4K +48 +4%
SIS
1822
Sound Income Strategies
Florida
$307K +$130K +596 +87%
CFA
1823
CWS Financial Advisors
Michigan
$307K +$288K +1,324 New
GHAM
1824
Gilman Hill Asset Management
Connecticut
$307K – – –
GC
1825
Grimes & Company
Massachusetts
$306K +$1.09K +5 +0.4%