We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1376
Destination Wealth Management
California
$234K +$221K +1,585 New
FSC
1377
Full Sail Capital
Oklahoma
$234K +$234K +1,678 New
BBI
1378
Baxter Bros Inc
Connecticut
$233K -$41.9K -300 -16%
FWP
1379
FAS Wealth Partners
Kansas
$232K +$219K +1,569 New
AIM
1380
Anchor Investment Management
South Carolina
$232K – – –
CHA
1381
Cooper/Haims Advisors
New York
$231K +$219K +1,567 New
CA
1382
Cornerstone Advisory
Maryland
$231K +$219K +1,567 New
GWM
1383
Greenwich Wealth Management
Connecticut
$230K -$18.6K -133 -8%
YWP
1384
YorkBridge Wealth Partners
New York
$230K +$217K +1,555 New
CFA
1385
Capstone Financial Advisors
Illinois
$229K -$43.7K -313 -17%
RSVP
1386
Ramsay Stattman Vela & Price
Colorado
$229K +$216K +1,550 New
WF
1387
WoodTrust Financial
Wisconsin
$229K +$216K +1,550 New
GI
1388
Gradient Investments
Minnesota
$228K +$99.8K +715 +86%
MWM
1389
Mission Wealth Management
California
$228K +$216K +1,547 New
MCWA
1390
Meadow Creek Wealth Advisors
Georgia
$227K +$214K +1,534 New
WCM
1391
Wedge Capital Management
North Carolina
$227K +$214K +1,537 New
IIC
1392
Integrated Investment Consultants
Michigan
$227K +$215K +1,538 New
P
1393
&Partners
Tennessee
$227K +$215K +1,540 New
AI
1394
Accredited Investors
Minnesota
$226K +$214K +1,531 New
CWA
1395
Clarus Wealth Advisors
Arizona
$225K -$179K -1,280 -46%
CCM
1396
Canal Capital Management
Virginia
$225K +$213K +1,524 New
W
1397
Wealthquest
Ohio
$225K +$213K +1,529 New
CPSAC
1398
Chas P. Smith & Associates (CPS)
Florida
$224K +$212K +1,517 New
RWA
1399
Redhawk Wealth Advisors
Minnesota
$223K +$211K +1,509 New
AIP
1400
Almanack Investment Partners
Pennsylvania
$223K +$211K +1,510 New
54 55
56
57 58