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CATのアイコン

Caterpillar

名前 保有額 取引額 株数
増減
保有比率の
変化
Peck Wealth Management
3176
Peck Wealth Management
New York
$46.5万 – – –
Genesis Private Wealth
3177
Genesis Private Wealth
Virginia
$46.5万 +$2.46万 +28 +7%
Prasad Wealth Partners
3178
Prasad Wealth Partners
Ohio
$46.5万 +$878 +1 +0.2%
Wisconsin Wealth Advisors
3179
Wisconsin Wealth Advisors
Wisconsin
$46.4万 -$6,149 -7 -2%
Curated Wealth Partners
3180
Curated Wealth Partners
California
$46.4万 +$38.3万 +436 新規
Pine Harbor Wealth Management
3181
Pine Harbor Wealth Management
Maryland
$46.4万 – – –
Next Capital Management
3182
Next Capital Management
New York
$46.3万 -$8.78万 -100 -19%
Entelevest
3183
Entelevest
Florida
$46.3万 +$2.28万 +26 +6%
RASP Wealth Solutions
3184
RASP Wealth Solutions
Indiana
$46.1万 +$38万 +433 新規
GGM Financials
3185
GGM Financials
Ohio
$46.1万 – – –
EntryPoint Capital
3186
EntryPoint Capital
New York
$46.1万 +$38万 +433 新規
Successful Portfolios
3187
Successful Portfolios
Florida
$46.1万 -$7,906 -9 -2%
AGH Wealth Advisors
3188
AGH Wealth Advisors
Kansas
$46万 +$5.62万 +64 +17%
Wealth Advisory Solutions
3189
Wealth Advisory Solutions
Indiana
$46万 -$878 -1 -0.2%
Rockbridge Investment Management
3190
Rockbridge Investment Management
New York
$46万 +$7,906 +9 +2%
Hibernia Wealth Partners
3191
Hibernia Wealth Partners
Louisiana
$46万 -$21.3万 -243 -36%
CC
3192
Cornerstone Capital
California
$45.8万 – – –
Lathrop Investment Management
3193
Lathrop Investment Management
Arkansas
$45.7万 +$1.93万 +22 +5%
Ariadne Wealth Management
3194
Ariadne Wealth Management
California
$45.6万 +$37.6万 +428 新規
IPA
3195
Investment Planning Advisors
Georgia
$45.5万 +$7.2万 +82 +24%
Emerald Advisors
3196
Emerald Advisors
Washington
$45.5万 +$2,635 +3 +0.7%
Autumn Glory Partners
3197
Autumn Glory Partners
Texas
$45.5万 – – –
Affinity Wealth Management
3198
Affinity Wealth Management
Delaware
$45.3万 – – –
Northwest Wealth Management
3199
Northwest Wealth Management
Iowa
$45.2万 – – –
Foundry Financial
3200
Foundry Financial
California
$45万 +$5,271 +6 +1%