CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1426
Blackhawk Capital Partners
Wisconsin
$1.53M -$190K -445 -12%
TCA
1427
Transcend Capital Advisors
New Jersey
$1.53M -$106K -248 -7%
PWA
1428
Provenance Wealth Advisors
Florida
$1.52M – – –
WMP
1429
Wealth Management Partners
Arizona
$1.52M -$119K -278 -8%
VWA
1430
Visionary Wealth Advisors
Illinois
$1.52M +$152K +355 +13%
RIA
1431
Richwood Investment Advisors
Ohio
$1.52M +$10.7K +25 +0.8%
FB
1432
Fulton Bank
Pennsylvania
$1.52M +$52.1K +122 +4%
FFA
1433
Founders Financial Alliance
North Carolina
$1.52M -$30.3K -71 -2%
AWM
1434
Allen Wealth Management
North Carolina
$1.51M -$218K -510 -14%
BMC
1435
Benin Management Corp
Connecticut
$1.51M – – –
PDL
1436
Portfolio Design Labs
California
$1.51M +$1.35M +3,163 New
LIA
1437
LBMC Investment Advisors
Tennessee
$1.51M +$906K +2,123 +205%
MFG
1438
Menard Financial Group
Texas
$1.5M +$18.8K +44 +1%
KFS
1439
Keynote Financial Services
Connecticut
$1.5M -$43.5K -102 -3%
BFG
1440
Berger Financial Group
Minnesota
$1.5M -$62.3K -146 -4%
AC
1441
Avestar Capital
New York
$1.5M -$102K -239 -7%
GSWM
1442
Golden State Wealth Management
California
$1.5M -$74.3K -174 -5%
CWM
1443
Chesapeake Wealth Management
Virginia
$1.49M +$25.6K +60 +2%
PPWP
1444
Premier Path Wealth Partners
New Jersey
$1.49M +$85.4K +200 +7%
CGH
1445
CMG Global Holdings
Texas
$1.48M -$17.9K -42 -1%
T
1446
Tidemark
California
$1.47M +$17.5K +41 +1%
MSR
1447
Main Street Research
Connecticut
$1.47M +$493K +1,155 +60%
TPA
1448
Trivium Point Advisory
Connecticut
$1.47M +$493K +1,154 +60%
HCA
1449
Heck Capital Advisors
Wisconsin
$1.47M -$281K -659 -18%
FIB
1450
First Interstate Bank
Montana
$1.46M +$897K +2,100 +219%
56 57
58
59 60