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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
976
Joel Isaacson & Co
New York
$66K +$70 +1 +0.1%
AssetMark Inc
977
AssetMark Inc
California
$65K +$66.4K +950 +95,000%
HF
978
Hoxton Financial
West Virginia
$64K -$16.8K -241 -20%
FCCM
979
First City Capital Management
Georgia
$59.5K – – –
IWMPD
980
Integrated Wealth Management (Palm Desert)
California
$58K +$350 +5 +0.6%
PMFA
981
Plante Moran Financial Advisors
Michigan
$57K -$27.7K -396 -32%
AF
982
Allworth Financial
California
$57K – – –
CG
983
Colony Group
Massachusetts
$56K -$14K -200 -19%
SSB
984
Sandy Spring Bank
Maryland
$56K -$10.5K -150 -15%
HCM
985
Highlander Capital Management
New Jersey
$55K -$69.9K -1,000 -55%
CPA
986
Cowen Prime Advisors
New York
$54K – – –
AWM
987
AllSquare Wealth Management
New York
$53K – – –
JFA
988
JNBA Financial Advisors
Minnesota
$52K – – –
WIC
989
Woodmont Investment Counsel
Tennessee
$52K – – –
LWA
990
Lenox Wealth Advisors
New York
$51K -$4.4K -63 -8%
DOA
991
D'Orazio & Associates
Virginia
$48K – – –
FPFS
992
First Personal Financial Services
North Carolina
$48K – – –
MWP
993
MYCIO Wealth Partners
Pennsylvania
$48K – – –
KC
994
Kingfisher Capital
North Carolina
$47K +$48.7K +696 New
KPCM
995
Kings Point Capital Management
New York
$46K – – –
RFA
996
Reilly Financial Advisors
California
$46K +$6.99K +100 +17%
AC
997
Alexandria Capital
Virginia
$45K +$210 +3 +0.5%
Loomis, Sayles & Company
998
Loomis, Sayles & Company
Massachusetts
$44K -$6.78K -97 -13%
VCM
999
Vigilant Capital Management
Maine
$44K – – –
OFS
1000
Orrstown Financial Services
Pennsylvania
$44K +$5.45K +78 +14%