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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
976
Corbenic Partners
Pennsylvania
$67K – – –
CCM
977
Cribstone Capital Management
Maine
$65K +$64.4K +860 New
AWM
978
AllSquare Wealth Management
New York
$60K – – –
AF
979
Allworth Financial
California
$59K -$4.12K -55 -7%
CYG
980
Clean Yield Group
Vermont
$59K +$5.99K +80 +11%
JFA
981
JNBA Financial Advisors
Minnesota
$54K -$1.87K -25 -3%
GI
982
Gradient Investments
Minnesota
$53K -$599 -8 -1%
DOA
983
D'Orazio & Associates
Virginia
$53K – – –
HCM
984
Highlander Capital Management
New Jersey
$53K – – –
TJHA
985
Thomas J. Herzfeld Advisors
Florida
$52K +$51.4K +686 New
MWM
986
Mission Wealth Management
California
$52K +$3M +40,000 New
JAM
987
Jolley Asset Management
North Carolina
$51K +$5.62K +75 +13%
OFS
988
Orrstown Financial Services
Pennsylvania
$50K – – –
TG
989
TLP Group
Illinois
$49K -$412K -5,500 -90%
VCM
990
Vigilant Capital Management
Maine
$49K – – –
PMFA
991
Plante Moran Financial Advisors
Michigan
$48K -$9.66K -129 -17%
CPA
992
Cowen Prime Advisors
New York
$45K -$15K -200 -25%
WRM
993
Westport Resources Management
Connecticut
$45K – – –
BWP
994
Baldwin Wealth Partners
Massachusetts
$45K +$11.2K +150 +33%
HIIFS
995
Harel Insurance Investments & Financial Services
Israel
$45K +$45K +600 New
RFA
996
Reilly Financial Advisors
California
$44K – – –
NCM
997
Nelson Capital Management
California
$43K +$26.2K +350 +162%
SSB
998
Sandy Spring Bank
Maryland
$42K -$15K -200 -27%
CPIG
999
Chicago Partners Investment Group
Illinois
$42K +$150 +2 +0.4%
GXMC
1000
Global X Management Company
New York
$40K +$27.2K +363 +216%
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