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icono de CAT

Caterpillar
CAT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Brio Consultants
3201
Brio Consultants
California
USD 449 k +USD 18.4 k +21 +5%
Holcombe Financial
3202
Holcombe Financial
Georgia
USD 449 k +USD 371 k +422 Nuevas
Asset Allocation Strategies
3203
Asset Allocation Strategies
Michigan
USD 449 k +USD 21.1 k +24 +6%
Gordian Advisors
3204
Gordian Advisors
Arizona
USD 448 k +USD 878 +1 +0.2%
Novak & Powell Financial Services
3205
Novak & Powell Financial Services
Florida
USD 448 k +USD 79.9 k +91 +28%
Reston Wealth Management
3206
Reston Wealth Management
Virginia
USD 448 k +USD 5.27 k +6 +1%
TABR Capital Management
3207
TABR Capital Management
California
USD 446 k +USD 17.6 k +20 +5%
Panoramic Capital Partners
3208
Panoramic Capital Partners
Oregon
USD 444 k -USD 230 k -262 -39%
Renasant Bank
3209
Renasant Bank
Mississippi
USD 444 k -USD 102 k -116 -22%
GW&K Investment Management
3210
GW&K Investment Management
Massachusetts
USD 443 k -USD 7.03 k -8 -2%
Invenio Wealth Partners
3211
Invenio Wealth Partners
Florida
USD 443 k -USD 88.7 k -101 -20%
Tucker Asset Management
3212
Tucker Asset Management
Colorado
USD 443 k +USD 16.7 k +19 +5%
Rubicon Advisors
3213
Rubicon Advisors
California
USD 443 k -USD 8.78 k -10 -2%
Blodgett Wealth Advisors
3214
Blodgett Wealth Advisors
California
USD 442 k – – –
Bell Investment Advisors
3215
Bell Investment Advisors
California
USD 442 k +USD 3.51 k +4 +1%
Strata Wealth Advisors
3216
Strata Wealth Advisors
Texas
USD 442 k +USD 30.7 k +35 +9%
LightSquare Wealth Management
3217
LightSquare Wealth Management
Michigan
USD 442 k +USD 5.27 k +6 +1%
Renaissance Investment Group
3218
Renaissance Investment Group
Massachusetts
USD 441 k -USD 17.6 k -20 -5%
MOR Wealth Management
3219
MOR Wealth Management
Pennsylvania
USD 441 k – – –
Creative Capital Management Investments
3220
Creative Capital Management Investments
California
USD 441 k +USD 119 k +135 +48%
CIA
3221
Cape Investment Advisory
Georgia
USD 441 k +USD 7.03 k +8 +2%
Turning Point Benefit Group
3222
Turning Point Benefit Group
Maryland
USD 440 k +USD 26.4 k +30 +8%
Hollow Brook Wealth Management
3223
Hollow Brook Wealth Management
New York
USD 439 k – – –
Innovative Wealth Building
3224
Innovative Wealth Building
Maryland
USD 439 k +USD 10.5 k +12 +3%
Spectrum Asset Management (California)
3225
Spectrum Asset Management (California)
California
USD 439 k -USD 175 k -199 -33%
127 128
129
130 131