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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1926
WNY Asset Management
New York
$324K +$17.9K +66 +6%
WCA
1927
Westover Capital Advisors
Delaware
$323K
BBNA
1928
Bremer Bank National Association
Minnesota
$323K +$17.9K +66 +6%
SXL
1929
Summit X LLC
Missouri
$322K -$177K -653 -35%
DCM
1930
Dudley Capital Management
Virginia
$322K -$5.15K -19 -2%
KAM
1931
KEB Asset Management
Illinois
$322K
MVA
1932
Mount Vernon Associates
Maryland
$321K
AF
1933
Apexium Financial
Texas
$321K +$271 +1 +0.1%
JWM
1934
Jessup Wealth Management
Ohio
$321K +$1.36K +5 +0.4%
SAM
1935
Secure Asset Management
Michigan
$320K +$318K +1,174 New
RCG
1936
Regatta Capital Group
California
$320K
ACM
1937
AUA Capital Management
Pennsylvania
$319K +$64.3K +237 +25%
APW
1938
Austin Private Wealth
Texas
$319K -$2.44K -9 -0.8%
LWM
1939
LJI Wealth Management
Indiana
$318K -$4.84M -17,846 -94%
RWPA
1940
Richard W. Paul & Associates
Michigan
$318K +$312K +1,151 +8,221%
EI
1941
EDMP Inc
Florida
$318K
CAWM
1942
Capital Advisors Wealth Management
Washington
$317K
D
1943
Dentgroup
Louisiana
$317K +$271 +1 +0.1%
MIFH
1944
Migdal Insurance & Financial Holdings
Israel
$317K +$315K +1,160 New
IAS
1945
Investment Advisory Services
Texas
$317K +$20.3K +75 +7%
EBA
1946
Eagle Bay Advisors
New York
$316K +$79.5K +293 +34%
WAM
1947
Winslow Asset Management
Ohio
$315K -$20.3K -75 -6%
HA
1948
Herold Advisors
New York
$314K -$27.1K -100 -8%
DWM
1949
Destination Wealth Management
California
$314K +$29K +107 +10%
SW
1950
SkyOak Wealth
Michigan
$313K