We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1526
Pacific Center for Financial Services
California
$9K – – –
IAS
1527
IMA Advisory Services
Colorado
$8K +$7.53K +57 New
MS
1528
Mizuho Securities
Japan
$7K -$178K -1,350 -96%
BHWM
1529
Bay Harbor Wealth Management
Maryland
$7K -$8.46K -64 -54%
LWA
1530
Lowe Wealth Advisors
Maryland
$7K – – –
MFT
1531
Moisand Fitzgerald Tamayo
Florida
$7K – – –
W
1532
WealthStone
Ohio
$6.81K +$6.61K +50 New
QAM
1533
QCI Asset Management
New York
$6K – – –
UB
1534
UMB Bank
Missouri
$5.93K -$193K -1,458 -3%
KFS
1535
Kelly Financial Services
Massachusetts
$5.32K – – –
LFG
1536
LifePlan Financial Group
Ohio
$5K – – –
IWA
1537
IBEX Wealth Advisors
New Jersey
$5K +$5.42K +41 New
PCMK
1538
Paragon Capital Management (Kansas)
Kansas
$4K -$34.6K -262 -90%
MIM
1539
Macroview Investment Management
Maryland
$4K – – –
CH
1540
Canton Hathaway
Rhode Island
$4K +$3.96K +30 New
SQA
1541
Simon Quick Advisors
New Jersey
$3.41K +$3.3K +25 New
SIAS
1542
Shine Investment Advisory Services
Colorado
$3K -$15.6K -118 -84%
RWG
1543
Regal Wealth Group
California
$3K – – –
FCH
1544
Freestone Capital Holdings
Washington
$2.82K +$88.5K +670 +3%
MWM
1545
Merriman Wealth Management
Washington
$2.21K +$13.2K +100 +7%
EWM
1546
Edge Wealth Management
New York
$2K -$5.95K -45 -71%
TCM
1547
TD Capital Management
Tennessee
$2K – – –
MWM
1548
Meridian Wealth Management
Kentucky
$1.71K +$165K +1,252 New
CPIA
1549
Cornell Pochily Investment Advisors
New York
$1.15K +$212K +1,606 +24%
LHC
1550
Little House Capital
Massachusetts
$1.12K +$44K +333 +4%
60 61
62
63 64