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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2101
Cullen Capital Management
New York
$246K – – –
PWP
2102
Private Wealth Partners
California
$246K – – –
SRC
2103
Shufro Rose & Co
New York
$246K – – –
WCM
2104
WealthBridge Capital Management
Ohio
$246K -$6.51K -24 -3%
VFP
2105
Verus Financial Partners
Virginia
$245K +$32.6K +120 +15%
GHA
2106
GW Henssler & Associates
Georgia
$243K +$242K +891 New
MAWA
2107
Moss Adams Wealth Advisors
Washington
$243K +$242K +891 New
WIM
2108
WealthPlan Investment Management
Nebraska
$243K +$81.4K +300 +51%
AIA
2109
Angeles Investment Advisors
California
$242K -$6.78K -25 -3%
KCM
2110
Kornitzer Capital Management
Kansas
$242K – – –
FPB
2111
First PREMIER Bank
South Dakota
$241K -$44.5K -164 -16%
LTI
2112
Laffer Tengler Investments
Tennessee
$241K – – –
AWM
2113
Accel Wealth Management
Iowa
$240K -$1.63K -6 -0.7%
OWM
2114
OneAscent Wealth Management
Alabama
$240K +$238K +879 New
BWM
2115
Baystate Wealth Management
Massachusetts
$240K +$39.3K +145 +20%
PMG
2116
ProVise Management Group
Florida
$239K -$19K -70 -7%
AWM
2117
Adams Wealth Management
Utah
$239K – – –
OPWM
2118
Oxinas Partners Wealth Management
Indiana
$239K +$271 +1 +0.1%
OCM
2119
Orion Capital Management
California
$239K – – –
ST
2120
Sabal Trust
Florida
$238K – – –
PSCM
2121
Per Stirling Capital Management
Texas
$238K – – –
PIAS
2122
PCA Investment Advisory Services
Ohio
$238K – – –
AIFAIM
2123
American Institute for Advanced Investment Management
Arizona
$238K – – –
FAFN
2124
First Affirmative Financial Network
Colorado
$238K -$31.2K -115 -12%
FDCC
2125
Foster Dykema Cabot & Co
Massachusetts
$237K – – –