CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BB
1301
Burford Brothers
Texas
$1.29M +$65.9K +185 +5%
RPC
1302
Rossmore Private Capital
Connecticut
$1.29M +$29.2K +82 +2%
SC
1303
SouthState Corp
Florida
$1.29M +$352K +987 +34%
LFS
1304
Legacy Financial Strategies
Kansas
$1.28M -$2.41M -6,760 -63%
CG
1305
Cynosure Group
Utah
$1.28M +$185K +520 +16%
TNB
1306
Thomasville National Bank
Georgia
$1.27M +$98K +275 +8%
RMDI
1307
R.M. Davis Inc
Maine
$1.27M +$7.12K +20 +0.5%
CC
1308
Centiva Capital
New York
$1.27M -$466K -1,308 -25%
BAM
1309
Byrne Asset Management
New Jersey
$1.27M -$101K -283 -7%
BAM
1310
Berkshire Asset Management
Pennsylvania
$1.27M +$143K +402 +11%
NQWM
1311
Northwest Quadrant Wealth Management
Oregon
$1.27M -$7.12K -20 -0.5%
LI
1312
LRI Investments
Florida
$1.27M – – –
CIM
1313
CIM Investment Management
Pennsylvania
$1.27M -$1.43K -4 -0.1%
TCA
1314
Transcend Capital Advisors
New Jersey
$1.26M +$70.2K +197 +5%
PA
1315
Promethium Advisors
Maryland
$1.26M +$76.6K +215 +6%
SC
1316
Savoie Capital
Illinois
$1.26M – – –
SFG
1317
SNS Financial Group
Minnesota
$1.26M +$28.9K +81 +2%
BHA
1318
Beech Hill Advisors
New York
$1.25M – – –
SCM
1319
Spreng Capital Management
Ohio
$1.25M -$77.7K -218 -5%
CNFG
1320
Creegan & Nassoura Financial Group
New Hampshire
$1.25M – – –
CFM
1321
Catalyst Funds Management
Australia
$1.25M +$1.03M +2,880 +320%
GWP
1322
Gateway Wealth Partners
Wisconsin
$1.25M +$41.7K +117 +3%
HWA
1323
HCR Wealth Advisors
California
$1.25M -$5.7K -16 -0.4%
MF
1324
Montis Financial
Massachusetts
$1.25M -$14.2K -40 -1%
CFG
1325
Copley Financial Group
California
$1.25M – – –