We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
1251
RIA Advisory Group
Iowa
$819K +$764K +3,508 New
HW
1252
Hancock Whitney
Mississippi
$817K -$27.9K -128 -4%
LNWTC
1253
Laird Norton Wetherby Trust Company
Washington
$817K +$742K +3,410 New
EHC
1254
Everett Harris & Co
California
$816K +$44.8K +206 +6%
BBL
1255
Beck Bode LLC
Massachusetts
$815K +$168K +774 +29%
JSC
1256
Jackson Square Capital
California
$815K -$21.1K -97 -3%
VCM
1257
Virtue Capital Management
Tennessee
$815K +$740K +3,401 New
CWM
1258
Concentric Wealth Management
California
$815K -$65.3K -300 -8%
CRIG
1259
Charter Research & Investment Group
Connecticut
$815K – – –
NSB
1260
Norway Savings Bank
Maine
$813K +$35.9K +165 +5%
WA
1261
Wealth Architects
California
$812K -$7.84K -36 -1%
BA
1262
Ballast Advisors
Minnesota
$812K -$8.93K -41 -1%
AT
1263
American Trust
Kentucky
$811K +$331K +1,520 +81%
RPCONE
1264
Retirement Planning Company of New England
Rhode Island
$810K +$2.18K +10 +0.3%
FF
1265
Friedenthal Financial
New Jersey
$810K +$736K +3,380 New
CFG
1266
Cooper Financial Group
California
$810K -$30K -138 -4%
TNB
1267
Thomasville National Bank
Georgia
$807K -$43.5K -200 -6%
4WM
1268
44 Wealth Management
Oregon
$806K -$34K -156 -4%
CFP
1269
Catalyst Financial Partners
Massachusetts
$804K +$731K +3,357 New
MAG
1270
MRA Advisory Group
New Jersey
$804K -$67.3K -309 -8%
SFS
1271
Stiles Financial Services
Minnesota
$803K -$67.9K -312 -9%
LWAM
1272
Legacy Wealth Asset Management
Minnesota
$799K -$10.9K -50 -1%
MWM
1273
Modera Wealth Management
New Jersey
$798K -$35.7K -164 -5%
RMDI
1274
R.M. Davis Inc
Maine
$798K -$255K -1,171 -26%
HFM
1275
Harvest Fund Management
China
$798K +$384K +1,763 +112%
49 50
51
52 53