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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
2076
Smallwood Wealth Investment Management
New Jersey
$202K +$184K +845 New
PIA
2077
Pinion Investment Advisors
Kansas
$202K +$184K +844 New
RCM
2078
Requisite Capital Management
Texas
$202K +$183K +842 New
EWA
2079
Encompass Wealth Advisors
Oregon
$201K +$183K +841 New
GAM
2080
Gemmer Asset Management
California
$201K +$183K +839 New
AC
2081
Apella Capital
Connecticut
$201K +$182K +838 New
Fiera Capital (Canada)
2082
Fiera Capital (Canada)
Quebec, Canada
$201K +$182K +837 New
PFM
2083
Patton Fund Management
Texas
$200K +$182K +836 New
TFP
2084
Tilia Fiduciary Partners
North Carolina
$198K -$653 -3 -0.4%
FNBOSM
2085
First National Bank of South Miami
Florida
$197K +$10.4K +48 +6%
Cohen & Steers
2086
Cohen & Steers
New York
$187K
HWMA
2087
Heritage Wealth Management (Arizona)
Arizona
$186K +$89.3K +410 +112%
DI
2088
Disciplined Investments
Oklahoma
$185K -$2.4K -11 -1%
CAM
2089
Close Asset Management
United Kingdom
$185K +$31.6K +145 +23%
MWM
2090
MinichMacGregor Wealth Management
New York
$181K +$165K +757 New
ECM
2091
Elgethun Capital Management
South Dakota
$181K -$242K -1,111 -59%
PB
2092
Pinnacle Bancorp
Nebraska
$180K -$3.92K -18 -2%
ST
2093
Sageworth Trust
Pennsylvania
$180K
WBC
2094
West Branch Capital
Massachusetts
$178K +$32.7K +150 +25%
AWM
2095
Accel Wealth Management
Iowa
$177K +$43.5K +200 +37%
PP
2096
Pacifica Partners
Canada
$174K +$10.9K +50 +8%
IBOK
2097
Independence Bank of Kentucky
Kentucky
$173K -$42.5K -195 -21%
UIA
2098
Ulland Investment Advisors
Minnesota
$171K
GFPC
2099
Global Financial Private Client
Florida
$163K
TFGT
2100
TS Financial Group (TSFG)
Illinois
$161K -$8.49K -39 -5%