We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1801
Paulson Wealth Management
Illinois
$256K +$9.06K +45 +4%
SAS
1802
Stelac Advisory Services
New York
$255K +$248K +1,234 New
OWM
1803
OneAscent Wealth Management
Alabama
$255K +$249K +1,235 New
DA
1804
DCM Advisors
New York
$254K -$359K -1,783 -59%
FA
1805
FDx Advisors
Illinois
$254K -$11.9K -59 -5%
AC
1806
ASB Consultores
Florida
$254K +$248K +1,230 New
EWA
1807
Exencial Wealth Advisors
Oklahoma
$253K +$13.9K +69 +6%
RCG
1808
Resource Consulting Group
Florida
$253K +$246K +1,223 New
CCC
1809
Chelsea Counsel Company
California
$252K
RWM
1810
RKL Wealth Management
Pennsylvania
$252K
CWM
1811
Chemistry Wealth Management
New York
$252K +$246K +1,220 New
NLP
1812
Next Level Private
New York
$252K +$246K +1,220 New
WF
1813
WoodTrust Financial
Wisconsin
$251K
MA
1814
Maxele Advisors
Missouri
$250K +$244K +1,210 New
BA
1815
Bridgewater Advisors
New York
$249K -$3.22K -16 -1%
GP
1816
Greenline Partners
New York
$249K
WPA
1817
Winning Points Advisors
Florida
$249K +$368K +1,830 New
CC
1818
Constitution Capital
Connecticut
$248K
PWMG
1819
Pinnacle Wealth Management Group
Michigan
$248K
YMRC
1820
Yorktown Management & Research Company
Virginia
$248K
EFM
1821
E Fund Management
China
$247K +$403 +2 +0.2%
SWM
1822
Stockman Wealth Management
Montana
$247K +$403 +2 +0.2%
FNT
1823
First Nebraska Trust
Nebraska
$246K
CWA
1824
CJM Wealth Advisers
Virginia
$246K +$240K +1,191 New
CFAM
1825
Center For Asset Management
Florida
$246K +$201 +1 +0.1%