CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
1576
Patton Albertson Miller Group
Tennessee
$822K -$63.9K -200 -8%
SFSG
1577
Sound Financial Strategies Group
Mississippi
$822K -$29.1K -91 -4%
GF
1578
Gries Financial
Ohio
$820K +$715K +2,238 New
MGWM
1579
Marks Group Wealth Management
Minnesota
$819K – – –
CP
1580
Canopy Partners
Ohio
$818K +$45.7K +143 +7%
CAM
1581
Cypress Asset Management
Texas
$817K -$32K -100 -4%
T
1582
Tidemark
California
$815K +$22.7K +71 +3%
PP
1583
PDS Planning
Ohio
$814K +$34.5K +108 +5%
NEI
1584
Northwest & Ethical Investments
Ontario, Canada
$813K +$710K +2,220 New
FH
1585
FWG Holdings
Florida
$812K +$101K +317 +16%
PA
1586
PSI Advisors
Florida
$812K -$143K -448 -17%
CHJWM
1587
Carlton Hofferkamp & Jenks Wealth Management
Texas
$811K -$32.3K -101 -4%
NCM
1588
Novare Capital Management
North Carolina
$810K +$182K +568 +35%
TWM
1589
Tolleson Wealth Management
Texas
$808K -$62K -194 -8%
HCP
1590
Hexagon Capital Partners
Arkansas
$808K -$143K -448 -17%
ACM
1591
Aljian Capital Management
Nevada
$806K -$63.9K -200 -8%
FG
1592
Fiduciary Group
Georgia
$805K – – –
GIA
1593
GHP Investment Advisors
Colorado
$802K +$49.2K +154 +8%
SC
1594
SRB Corp
Massachusetts
$800K +$53.4K +167 +8%
6F
1595
626 Financial
Michigan
$798K – – –
MAWCM
1596
Mine & Arao Wealth Creation & Management
California
$797K +$959 +3 +0.1%
RIA
1597
Richwood Investment Advisors
Ohio
$795K +$128K +400 +23%
SF
1598
Symphony Financial
Texas
$795K -$1.15M -3,606 -62%
MCA
1599
MSH Capital Advisors
Arizona
$795K +$20.8K +65 +3%
CT
1600
Clearstead Trust
Maine
$794K +$22.4K +70 +3%
62 63
64
65 66