We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1801
Front Row Advisors
California
$89K -$3.75K -18 -4%
DAC
1802
Dividend Assets Capital
South Carolina
$88K +$23.7K +114 +33%
AWM
1803
AllSquare Wealth Management
New York
$86K – – –
SWA
1804
SOA Wealth Advisors
New York
$83K +$417 +2 +0.5%
JPLA
1805
Joseph P. Lucia & Associates
New York
$81K – – –
FWM
1806
Filbrandt Wealth Management
Wisconsin
$79K +$2.29K +11 +3%
MWM
1807
Mascoma Wealth Management
New Hampshire
$78K +$84.3K +405 New
LWM
1808
Liberty Wealth Management
California
$77K -$2.5K -12 -3%
MFT
1809
Moisand Fitzgerald Tamayo
Florida
$77K – – –
ONST
1810
Old North State Trust
North Carolina
$77K – – –
SFG
1811
Sage Financial Group
Pennsylvania
$77K – – –
SPWG
1812
Sage Private Wealth Group
Illinois
$77K +$83.3K +400 New
PMA
1813
Prudent Man Advisors
Illinois
$75K – – –
HWM
1814
HighMark Wealth Management
Minnesota
$72K -$2.71K -13 -3%
PWA
1815
Phoenix Wealth Advisors
North Carolina
$70K – – –
MFA
1816
McClarren Financial Advisors
Pennsylvania
$69K +$208 +1 +0.3%
BFG
1817
Baron Financial Group
New Jersey
$67.2K – – –
DSC
1818
Duncker Streett & Co
Missouri
$66K – – –
HWMA
1819
Heritage Wealth Management (Arizona)
Arizona
$66K – – –
AP
1820
Arlington Partners
Alabama
$66K +$71.8K +345 New
CA
1821
Centerpoint Advisors
Massachusetts
$65K -$14K -67 -16%
CFO
1822
CVA Family Office
Colorado
$63K -$128K -616 -59%
KFI
1823
Key Financial Inc
Pennsylvania
$62K -$10.4K -50 -13%
LFG
1824
Larson Financial Group
Missouri
$62K -$4.58K -22 -6%
JFA
1825
JNBA Financial Advisors
Minnesota
$61K – – –
71 72
73
74 75