We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1051
Capital Investment Advisory Services
North Carolina
$484K +$8.63K +65 +2%
NB
1052
Nicolet Bankshares
Wisconsin
$482K – – –
AWA
1053
ARS Wealth Advisors
Florida
$481K -$134K -1,009 -22%
CA
1054
Cumberland Advisors
Florida
$481K – – –
MA
1055
MONECO Advisors
Connecticut
$481K +$103K +773 +28%
AIM
1056
Anchor Investment Management
South Carolina
$481K – – –
ERIM
1057
Eagle Ridge Investment Management
Connecticut
$479K – – –
SFA
1058
Semmax Financial Advisors
North Carolina
$478K -$228K -1,717 -33%
MAM
1059
Meeder Asset Management
Ohio
$478K +$397K +2,987 +548%
UF
1060
Univest Financial
Pennsylvania
$476K +$44.8K +337 +11%
MBT
1061
Montecito Bank & Trust
California
$475K – – –
SFG
1062
Summit Financial Group
West Virginia
$472K – – –
ECM
1063
Evergreen Capital Management
Washington
$468K +$2.66K +20 +0.6%
SFG
1064
SNS Financial Group
Minnesota
$467K – – –
TFA
1065
Toth Financial Advisory
Virginia
$466K -$3.06K -23 -0.7%
TC
1066
TownSquare Capital
Utah
$459K -$266 -2 -0.1%
BCWM
1067
Blue Chip Wealth Management
Florida
$458K +$141K +1,060 +46%
MHS
1068
M Holdings Securities
Oregon
$457K +$4.12K +31 +0.9%
EWM
1069
Evermay Wealth Management
Virginia
$456K -$9.96K -75 -2%
ASC
1070
Atalanta Sosnoff Capital
New York
$456K +$70.3K +529 +19%
NFG
1071
Next Financial Group
Texas
$455K -$534K -4,020 -54%
WI
1072
Wintrust Investments
Illinois
$455K -$15.1K -114 -3%
SWA
1073
Stratos Wealth Advisors
Ohio
$455K -$2.52K -19 -0.6%
TWM
1074
Titus Wealth Management
California
$455K +$1.59K +12 +0.4%
NFH
1075
NEXT Financial Holdings
Texas
$455K +$447K +3,362 New
41 42
43
44 45