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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1301
Wealth Architects
California
$1.29M +$2.56K +8 +0.2%
MF
1302
Montis Financial
Massachusetts
$1.29M -$183K -573 -14%
C
1303
Certuity
Florida
$1.29M -$251K -784 -18%
AO
1304
Advisor OS
Illinois
$1.29M +$431K +1,349 +62%
1WM
1305
1900 Wealth Management
Texas
$1.28M -$60.4K -189 -5%
IUHSA
1306
Itau Unibanco Holding S.A.
Brazil
$1.28M +$1.12M +3,504 New
DBIA
1307
Dumont & Blake Investment Advisors
New Jersey
$1.28M +$1.28K +4 +0.1%
WP
1308
Wealthspan Partners
Iowa
$1.28M +$245K +768 +28%
TA
1309
TKG Advisors
Indiana
$1.28M -$1.5M -4,694 -57%
AA
1310
Advisory Alpha
Michigan
$1.28M -$128K -399 -10%
SFFS
1311
Stonehage Fleming Financial Services
Jersey
$1.28M +$893K +2,795 +100%
LAM
1312
Lakewood Asset Management
Illinois
$1.27M +$245K +766 +28%
P
1313
Pitcairn
Pennsylvania
$1.27M +$66.5K +208 +6%
BAM
1314
Belpointe Asset Management
Nevada
$1.27M +$188K +589 +20%
MFF
1315
Mango Five Family
Nevada
$1.27M
SC
1316
Savoie Capital
Illinois
$1.27M +$1.11M +3,465 New
WI
1317
WrapManager Inc
California
$1.27M +$423K +1,323 +62%
MCM
1318
McKinley Capital Management
Alaska
$1.27M -$47.9K -150 -4%
DG
1319
DMC Group
Alabama
$1.27M -$14.7K -46 -1%
PCG
1320
PFC Capital Group
California
$1.27M +$40K +125 +4%
KFS
1321
Keynote Financial Services
Connecticut
$1.26M +$1.1M +3,449 New
TIA
1322
Tiemann Investment Advisors
California
$1.26M +$3.2K +10 +0.3%
FHC
1323
First Heartland Consultants
Missouri
$1.26M +$35.2K +110 +3%
Vanguard Capital Wealth Advisors
1324
Vanguard Capital Wealth Advisors
Colorado
$1.26M +$68.1K +213 +7%
MC
1325
Maverick Capital
Texas
$1.26M +$1.09M +3,425 New