We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1501
Applied Capital
Arkansas
$365K -$248K -1,178 -37%
MFG
1502
Magnus Financial Group
New York
$365K +$2.11K +10 +0.5%
FBB
1503
Fulton Breakefield Broenniman
Maryland
$365K +$14.3K +68 +3%
GPFA
1504
Game Plan Financial Advisors
Ohio
$364K -$10.5K -50 -2%
FAFN
1505
First Affirmative Financial Network
Colorado
$363K -$67.6K -321 -14%
GIA
1506
GHP Investment Advisors
Colorado
$363K -$6.53K -31 -2%
RCA
1507
Ranch Capital Advisors
Florida
$362K +$421 +2 +0.1%
SCM
1508
SevenOneSeven Capital Management
Pennsylvania
$361K +$2.32K +11 +0.5%
JWBC
1509
J.W. Burns & Co
New York
$360K – – –
MSCM
1510
McElhenny Sheffield Capital Management
Texas
$360K – – –
TIM
1511
Total Investment Management
Arizona
$360K – – –
WANY
1512
Wealthspire Advisors (New York)
New York
$360K +$26.8K +127 +7%
GWM
1513
Greenwich Wealth Management
Connecticut
$359K -$23.2K -110 -5%
WIC
1514
Woodmont Investment Counsel
Tennessee
$359K -$7.59K -36 -2%
AC
1515
Avestar Capital
New York
$359K +$40.3K +191 +10%
QFA
1516
Quattro Financial Advisors
Texas
$358K -$632K -3,000 -60%
CCG
1517
Ceeto Capital Group
Florida
$358K -$211K -1,000 -33%
BCM
1518
Bienville Capital Management
New York
$358K – – –
EWM
1519
Edge Wealth Management
New York
$358K – – –
FCT
1520
First Community Trust
Iowa
$358K – – –
QC
1521
Quaero Capital
Switzerland
$358K – – –
SAF
1522
Smith Anglin Financial
Texas
$357K -$47.6K -226 -10%
MGWM
1523
Marks Group Wealth Management
Minnesota
$357K +$10.7K +51 +3%
QPWM
1524
Quadrant Private Wealth Management
Pennsylvania
$356K -$148K -700 -26%
BWA
1525
BlueSky Wealth Advisors
North Carolina
$356K – – –
59 60
61
62 63