We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
3601
Lloyd Advisory Services
Georgia
$96.7K +$94.9K +137 New
MFT
3602
Moisand Fitzgerald Tamayo
Florida
$96.4K – – –
SR
3603
Syntax Research
Florida
$95.6K – – –
UFPG
3604
United Financial Planning Group
New York
$95.2K +$8.31K +12 +10%
MWPCG
3605
Measured Wealth Private Client Group
New Hampshire
$94.3K -$212K -306 -70%
EWP
3606
Elevation Wealth Partners
California
$92.5K +$693 +1 +0.8%
BFS
3607
Burkett Financial Services
South Carolina
$92.3K +$17.3K +25 +24%
AW
3608
Ankerstar Wealth
Texas
$90.2K +$36K +52 +69%
MCA
3609
Midwest Capital Advisors
Michigan
$88.9K – – –
PL
3610
Protective Life
Alabama
$88.6K +$86.6K +125 New
RF
3611
Robinswood Financial
Washington
$88.3K – – –
KB
3612
Kimelman & Baird
New York
$87.8K +$16.6K +24 +24%
VWA
3613
Valued Wealth Advisors
Utah
$86.9K +$7.62K +11 +10%
DWM
3614
Dogwood Wealth Management
Kansas
$85K +$18.7K +27 +29%
RA
3615
RiverPark Advisors
New York
$82.9K +$24.2K +35 +43%
DSC
3616
Daytona Street Capital
Missouri
$80.8K – – –
PPC
3617
Park Place Capital
Alabama
$78.6K -$6.23K -9 -8%
BAM
3618
Bellevue Asset Management
Washington
$75.3K – – –
BFP
3619
Birchwood Financial Partners
Minnesota
$74.4K – – –
FMP
3620
Financial Management Professionals
Texas
$73.7K +$2.77K +4 +4%
SMFG
3621
Sumitomo Mitsui Financial Group
Japan
$70.8K -$83.1K -120 -55%
AIS
3622
Advocate Investing Services
Maryland
$70.8K – – –
AFG
3623
Albion Financial Group
Utah
$70.8K – – –
BFS
3624
Beacon Financial Strategies
North Carolina
$70.8K – – –
FDW
3625
Fourth Dimension Wealth
Ohio
$70.8K – – –
143 144
145
146 147