We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1401
Personal Wealth Partners
Minnesota
$128K +$124K +942 New
BEAM
1402
Baker Ellis Asset Management
Washington
$125K – – –
IUHSA
1403
Itau Unibanco Holding S.A.
Brazil
$124K -$90.5K -685 -43%
GWMIA
1404
Global Wealth Management Investment Advisory
Florida
$121K -$98K -742 -45%
AOWM
1405
Alpha Omega Wealth Management
Virginia
$121K – – –
OC
1406
Oakworth Capital
Alabama
$121K +$10.6K +80 +10%
AC
1407
Avestar Capital
New York
$115K -$2.64K -20 -2%
AF
1408
Allworth Financial
California
$113K -$79.2K -599 -42%
GI
1409
Gradient Investments
Minnesota
$112K +$132 +1 +0.1%
DOA
1410
D'Orazio & Associates
Virginia
$112K +$15.9K +120 +17%
PVH
1411
Psagot Value Holdings
Israel
$110K – – –
DWM
1412
Destination Wealth Management
California
$104K +$85.8K +649 +555%
PAM
1413
Paradigm Asset Management
New York
$102K +$33K +250 +50%
CCM
1414
Cribstone Capital Management
Maine
$99K -$7.93K -60 -8%
MA
1415
MCF Advisors
Kentucky
$99K – – –
EWM
1416
Endurance Wealth Management
Rhode Island
$97K – – –
WAS
1417
Winch Advisory Services
Wisconsin
$97K – – –
ME
1418
McIlrath & Eck
Washington
$93K – – –
GAM
1419
Gemmer Asset Management
California
$89K +$51.3K +388 +149%
LWM
1420
Lenox Wealth Management
Ohio
$86K – – –
TFGT
1421
TS Financial Group (TSFG)
Illinois
$84K – – –
CYG
1422
Clean Yield Group
Vermont
$83K – – –
AAP
1423
Arax Advisory Partners
Colorado
$83K +$80.1K +606 New
TF
1424
TimeScale Financial
Massachusetts
$82K +$79.3K +600 New
ST
1425
Sageworth Trust
Pennsylvania
$81K – – –
55 56
57
58 59