We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3701
Chapman Financial Group
Hawaii
$29.8K – – –
CC
3702
Corsicana & Co
Texas
$29.4K -$6.93K -10 -10%
DPW
3703
DiNuzzo Private Wealth
Pennsylvania
$29K – – –
BFS
3704
Bare Financial Services
Pennsylvania
$29K +$6.23K +9 +28%
FWA
3705
Flagship Wealth Advisors
Massachusetts
$28.3K +$22.9K +33 +83%
NWMP
3706
Noble Wealth Management PBC
Colorado
$28.3K -$13.9K -20 -33%
PCM
3707
Penserra Capital Management
California
$27K – – –
CWM
3708
Copia Wealth Management
Oregon
$26.9K – – –
CWM
3709
Consultiva Wealth Management
Puerto Rico
$26.2K – – –
SHIM
3710
Stone House Investment Management
Pennsylvania
$26.2K – – –
LG
3711
LAM Group
Oregon
$26.2K +$25.6K +37 New
AF
3712
Align Financial
Minnesota
$25.5K – – –
DF
3713
DecisionPoint Financial
Arizona
$24.8K – – –
YAL
3714
Your Advocates Ltd
Texas
$24.8K – – –
PWA
3715
Principia Wealth Advisory
Texas
$24.1K +$4.16K +6 +21%
PWS
3716
Peterson Wealth Services
Utah
$22.7K – – –
SFCL
3717
Strengthening Families & Communities LLC
Massachusetts
$22.1K +$21.5K +31 New
BCM
3718
Blume Capital Management
California
$21.3K – – –
ACA
3719
Atlas Capital Advisors
Wyoming
$20.5K -$5.54K -8 -22%
HFS
3720
Horizon Financial Services
North Carolina
$19.8K +$9.7K +14 +100%
NI
3721
NCP Inc
California
$19.8K – – –
CWA
3722
Carolina Wealth Advisors
South Carolina
$18.4K +$18K +26 New
SC
3723
Swan Capital
Florida
$17.7K -$33.2K -48 -66%
AF
3724
Abound Financial
California
$17.7K – – –
BIM
3725
Breakwater Investment Management
Washington
$15.6K -$6.93K -10 -31%
147 148
149
150 151