We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
951
Carmichael Hill & Associates
Maryland
$619K +$545K +3,930 New
PFM
952
Parsec Financial Management
North Carolina
$617K -$1.66K -12 -0.3%
CFA
953
Carroll Financial Associates
North Carolina
$616K -$8.46K -61 -2%
FWP
954
FAS Wealth Partners
Kansas
$614K +$2.91K +21 +0.5%
SWA
955
Sutton Wealth Advisors
Florida
$609K
BMC
956
Benin Management Corp
Connecticut
$605K -$41.6K -300 -7%
SAA
957
Southeast Asset Advisors
Georgia
$599K -$68K -490 -11%
RWM
958
Ritholtz Wealth Management
New York
$599K
ST
959
Sabal Trust
Florida
$599K
HS
960
Huntington Steele
Pennsylvania
$597K
Loomis, Sayles & Company
961
Loomis, Sayles & Company
Massachusetts
$593K -$12.3K -89 -2%
MRCM
962
M&R Capital Management
New Jersey
$592K -$53.7K -387 -9%
RWA
963
River Wealth Advisors
Pennsylvania
$590K -$13.9K -100 -3%
ZIC
964
ZWJ Investment Counsel
Georgia
$590K +$3.47K +25 +0.7%
BHBT
965
Burke & Herbert Bank & Trust
Virginia
$588K
SMFS
966
Squar Milner Financial Services
California
$584K +$498K +3,592 New
AA
967
Ancora Advisors
Ohio
$581K +$69.4K +500 +16%
IA
968
IFG Advisory
Georgia
$579K +$510K +3,676 New
WWM
969
Windsor Wealth Management
Indiana
$579K +$510K +3,677 New
NB
970
Nicolet Bankshares
Wisconsin
$578K -$37.9K -273 -7%
SRSA
971
S.R. Schill & Associates
Washington
$576K -$48.7K -351 -9%
ANB
972
Amarillo National Bank
Texas
$570K
CB
973
CNB Bank
Pennsylvania
$568K +$500K +3,605 New
WMG
974
WESCAP Management Group
California
$567K +$499K +3,600 New
SFG
975
Summit Financial Group
West Virginia
$565K