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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Gradient Investments
2076
Gradient Investments
Minnesota
$1.12M -$122K -176 -10%
MCP
2077
Mirador Capital Partners
California
$1.11M +$81K +117 +8%
HFM
2078
Hartford Funds Management
Pennsylvania
$1.11M -$965K -1,393 -47%
CAM
2079
CenterStar Asset Management
Illinois
$1.11M +$1.09M +1,572 New
MWM
2080
Mindset Wealth Management
Indiana
$1.11M +$244K +352 +29%
IAS
2081
Investment Advisory Services
Texas
$1.11M +$11.8K +17 +1%
SIA
2082
SeaBridge Investment Advisors
New Jersey
$1.11M – – –
BMWS
2083
Brady Martz Wealth Solutions
North Dakota
$1.11M +$308K +444 +40%
RWM
2084
Revisor Wealth Management
Ohio
$1.11M -$107K -154 -9%
FPL
2085
Fortress Private Ledger
North Carolina
$1.1M +$49.2K +71 +5%
WC
2086
Woodstock Corp
Massachusetts
$1.1M – – –
EAM
2087
Empirical Asset Management
Massachusetts
$1.1M -$767K -1,108 -42%
CIM
2088
Contravisory Investment Management
Massachusetts
$1.1M -$30.5K -44 -3%
TFA
2089
Trinity Financial Advisors
Ohio
$1.1M – – –
SWM
2090
Sendero Wealth Management
Texas
$1.1M -$11.8K -17 -1%
GAM
2091
Gould Asset Management
California
$1.09M -$6.93K -10 -0.6%
SEM
2092
Strategic Equity Management
Arizona
$1.09M +$2.08K +3 +0.2%
SA
2093
SAM Advisors
California
$1.09M – – –
SCA
2094
Stonebridge Capital Advisors
Minnesota
$1.09M -$65.1K -94 -6%
HTIM
2095
Harbour Trust & Investment Management
Indiana
$1.09M -$24.2K -35 -2%
MCA
2096
Magnolia Capital Advisors
Mississippi
$1.09M +$104K +150 +11%
JFG
2097
Juno Financial Group
Virginia
$1.09M +$693 +1 +0.1%
LWL
2098
Leo Wealth LLC
Texas
$1.08M +$18.7K +27 +2%
PWA
2099
Pitcairn Wealth Advisors
Pennsylvania
$1.08M – – –
HPBT
2100
Hickory Point Bank & Trust
Illinois
$1.08M -$810K -1,169 -43%