We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
2751
Principal Street Partners
Tennessee
$515K – – –
LWM
2752
LeConte Wealth Management
Tennessee
$513K +$18.7K +27 +4%
TCM
2753
Traub Capital Management
Massachusetts
$508K – – –
BWM
2754
BlackDiamond Wealth Management
New York
$507K +$40.2K +58 +9%
CWI
2755
Conscious Wealth Investments
Florida
$507K +$1.39K +2 +0.3%
CWA
2756
Crusonia Wealth Advisors
Colorado
$505K +$21.5K +31 +5%
PCP
2757
Proficio Capital Partners
Massachusetts
$505K +$3.46K +5 +0.7%
EPM
2758
Elm Partners Management
Pennsylvania
$503K +$21.5K +31 +4%
CWL
2759
Causey Wealth LLC
Colorado
$501K -$9K -13 -2%
SBWIC
2760
Schaper Benz & Wise Investment Counsel
Wisconsin
$500K – – –
FPH
2761
Financial Planning Hawaii
Hawaii
$500K – – –
CIP
2762
Convergence Investment Partners
Florida
$500K -$3.07M -4,432 -86%
BWFA
2763
Baltimore-Washington Financial Advisors
Maryland
$500K -$2.08K -3 -0.4%
AWM
2764
Arista Wealth Management
Nevada
$499K -$400K -578 -45%
OCM
2765
Orion Capital Management
California
$499K – – –
FGWP
2766
Founders Grove Wealth Partners
Virginia
$499K +$45K +65 +10%
ML
2767
Mayport LLC
Massachusetts
$499K – – –
SWM
2768
SilverOak Wealth Management
Minnesota
$499K – – –
CCG
2769
Chatham Capital Group
Georgia
$499K +$5.54K +8 +1%
SFG
2770
Seamount Financial Group
Colorado
$498K -$55.4K -80 -10%
CWP
2771
Core Wealth Partners
California
$496K – – –
GAM
2772
Gemmer Asset Management
California
$496K +$9K +13 +2%
SHF
2773
Safe Harbor Fiduciary
Florida
$495K -$12.5K -18 -3%
ASCM
2774
Adkins Seale Capital Management
Louisiana
$495K – – –
CAG
2775
Centerpoint Advisory Group
Kansas
$492K -$34.6K -50 -7%
109 110
111
112 113