We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1751
Firethorn Wealth Partners
Georgia
$246K +$219K +1,060 New
MJRIC
1752
Mogy Joel R Investment Counsel
California
$246K +$219K +1,060 New
W
1753
Wealthquest
Ohio
$246K +$220K +1,065 New
IBOK
1754
Independence Bank of Kentucky
Kentucky
$245K -$19.7K -95 -8%
PP
1755
PDS Planning
Ohio
$245K +$219K +1,057 New
CAWM
1756
Capital Advisors Wealth Management
Washington
$245K +$219K +1,058 New
TIM
1757
Total Investment Management
Arizona
$244K +$12.4K +60 +3%
MSFP
1758
Mark Sheptoff Financial Planning
Connecticut
$244K +$181K +875 +494%
ERWM
1759
Elk River Wealth Management
Colorado
$244K +$218K +1,053 New
SWM
1760
Selective Wealth Management
Virginia
$243K – – –
MCM
1761
Mengis Capital Management
Oregon
$242K +$217K +1,047 New
FG
1762
Fiduciary Group
Georgia
$241K – – –
SFP
1763
Sterling Financial Planning
New Jersey
$237K -$42.4K -205 -17%
IFS
1764
Ifrah Financial Services
Arkansas
$237K +$211K +1,020 New
TA
1765
TFG Advisers
Michigan
$235K -$75.4K -364 -26%
JIC
1766
Joel Isaacson & Co
New York
$235K +$210K +1,012 New
BAM
1767
Berkshire Asset Management
Pennsylvania
$233K -$65.4K -316 -24%
CAM
1768
Concorde Asset Management
Michigan
$232K +$207K +1,000 New
CAM
1769
Cubic Asset Management
Massachusetts
$232K +$207K +1,000 New
JCM
1770
Jag Capital Management
Missouri
$232K +$207K +1,000 New
SG
1771
Somerset Group
Minnesota
$232K +$207K +1,000 New
AAM
1772
Azzad Asset Management
Virginia
$232K +$207K +1,000 New
SAM
1773
Secure Asset Management
Michigan
$231K +$206K +995 New
AWM
1774
Act Wealth Management
Texas
$231K +$206K +996 New
STB
1775
S&T Bank
Pennsylvania
$231K +$207K +999 New
69 70
71
72 73