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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AFW
2351
Avantra Family Wealth
Pennsylvania
$432K – – –
RMF
2352
Red Mountain Financial
Colorado
$432K -$4.7K -11 -1%
KCFA
2353
Key Client Fiduciary Advisors
New Jersey
$431K -$3.42K -8 -0.9%
PPWM
2354
Paragon Private Wealth Management
Kentucky
$431K +$69.6K +163 +22%
BWP
2355
Barlow Wealth Partners
Kentucky
$430K – – –
1IA
2356
1834 Investment Advisors
Wisconsin
$429K – – –
Cohen & Steers
2357
Cohen & Steers
New York
$429K – – –
FF
2358
Friday Financial
Iowa
$428K -$173K -405 -31%
GW
2359
Griffith & Werner
Georgia
$428K +$320K +750 New
STA
2360
Smith Thornton Advisors
Alabama
$428K – – –
BCM
2361
Banyan Capital Management
Georgia
$427K +$382K +895 New
MCI
2362
MRP Capital Investments
Georgia
$427K – – –
AF
2363
Alerus Financial
North Dakota
$427K +$102K +238 +36%
OSNBOA
2364
Old Second National Bank of Aurora
Illinois
$426K – – –
DBRC
2365
D.B. Root & Company
Pennsylvania
$426K +$26.5K +62 +7%
AF
2366
Aldebaran Financial
$426K +$101K +237 +36%
PPH
2367
Pure Portfolios Holdings
Oregon
$425K +$85.4K +200 +29%
CAM
2368
Costello Asset Management
Pennsylvania
$425K – – –
PHS
2369
Pekin Hardy Strauss
Illinois
$424K +$1.28K +3 +0.3%
CP
2370
Castleview Partners
Texas
$423K +$23.5K +55 +7%
PAM
2371
PCG Asset Management
New Jersey
$422K -$40.6K -95 -10%
HKIMG
2372
Hutchens & Kramer Investment Management Group
Indiana
$422K -$14.5K -34 -4%
BSSFA
2373
Baron Silver Stevens Financial Advisors
Florida
$420K +$14.9K +35 +4%
IRP
2374
Investment Research Partners
Pennsylvania
$419K +$306K +716 New
WAG
2375
Wallace Advisory Group
California
$419K -$69.6K -163 -13%