We are live on ! Find out more
CAT icon

Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1926
Wealthcare Capital Management
Virginia
$64K +$57.6K +278 New
TFIPS
1927
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.6K – – –
CCA
1928
Column Capital Advisors
Indiana
$58K -$3.73K -18 -7%
CFFP
1929
Center for Financial Planning
Michigan
$58K – – –
KFI
1930
Key Financial Inc
Pennsylvania
$58K +$3.52K +17 +7%
AW
1931
Avion Wealth
Texas
$57K -$45.5K -220 -47%
TC
1932
Tacita Capital
Ontario, Canada
$57K -$20.7K -100 -29%
SQA
1933
Simon Quick Advisors
New Jersey
$57K -$10.4K -50 -17%
PCA
1934
Providence Capital Advisors
North Carolina
$57K – – –
MFT
1935
Moisand Fitzgerald Tamayo
Florida
$56K – – –
SL
1936
Savior LLC
Massachusetts
$55K – – –
EI
1937
Ellevest Inc
New York
$54K -$22.4K -108 -32%
JMF
1938
Johnson Midwest Financial
Iowa
$53K +$207 +1 +0.4%
HCM
1939
Horrell Capital Management
Arkansas
$52K – – –
WPA
1940
West Paces Advisors
Georgia
$50.5K – – –
BCA
1941
Bray Capital Advisors
Florida
$50K – – –
BWM
1942
Baystate Wealth Management
Massachusetts
$49K +$24.8K +120 +130%
MFM
1943
MD Financial Management
Ontario, Canada
$46K -$22.8K -110 -35%
CAGAS
1944
Capital Advisory Group Advisory Services
Minnesota
$46K – – –
DWP
1945
Destiny Wealth Partners
Florida
$46K – – –
BAM
1946
Bellevue Asset Management
Washington
$43K – – –
RAM
1947
Riggs Asset Management
Pennsylvania
$42K – – –
WWM
1948
Wolff Wiese Magana
California
$42K – – –
APWM
1949
Atlas Private Wealth Management
New York
$40K – – –
IPW
1950
IronBridge Private Wealth
Texas
$38K – – –