CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1651
Tidemark
California
$1.48M -$283K -510 -17%
TWM
1652
Tradition Wealth Management
Minnesota
$1.47M +$17.2K +31 +1%
GFPC
1653
Global Financial Private Client
Florida
$1.47M +$5.56K +10 +0.4%
AP
1654
Atwood & Palmer
Missouri
$1.47M – – –
CFO
1655
CVA Family Office
Colorado
$1.47M +$5.56K +10 +0.4%
SRA
1656
Secured Retirement Advisors
Minnesota
$1.46M -$691K -1,243 -33%
CPW
1657
Cove Private Wealth
New York
$1.46M +$108K +194 +8%
MGWM
1658
Marks Group Wealth Management
Minnesota
$1.46M +$147K +264 +12%
TTIC
1659
Tower Trust & Investment Company
Iowa
$1.46M +$200K +360 +16%
GG
1660
Gleason Group
Kentucky
$1.46M -$7.78K -14 -0.5%
EW
1661
Elyxium Wealth
California
$1.46M +$19.5K +35 +1%
AIM
1662
Acropolis Investment Management
Missouri
$1.46M +$76.7K +138 +6%
AL
1663
Aspiriant LLC
California
$1.45M +$33.9K +61 +2%
OBWP
1664
O'Brien Wealth Partners
Massachusetts
$1.45M – – –
KFGK
1665
Keystone Financial Group (Kentucky)
Kentucky
$1.45M +$48.9K +88 +4%
WWM
1666
Whalen Wealth Management
Nevada
$1.45M +$1.13M +2,028 +403%
GIM
1667
Generali Investments Management
Slovenia
$1.45M -$67.3K -121 -5%
EP
1668
Edgestream Partners
New Jersey
$1.45M -$3.29M -5,919 -70%
SIC
1669
Shoker Investment Counsel
Ohio
$1.45M +$2.22K +4 +0.2%
HWA
1670
Heritage Wealth Advisors
Virginia
$1.45M -$25K -45 -2%
PFG
1671
Prosperity Financial Group
California
$1.44M +$163K +294 +13%
RL
1672
Rogco LP
Oklahoma
$1.44M -$14.5K -26 -1%
WWA
1673
Wealth Watch Advisors
Colorado
$1.44M +$1.11K +2 +0.1%
YP
1674
YANKCOM Partnership
South Dakota
$1.44M +$104K +187 +8%
T
1675
TrustBank
Illinois
$1.44M +$1.39M +2,506 New
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