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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1026
Cowen Prime Advisors
New York
$112K – – –
WA
1027
WealthTrust-Arizona
Arizona
$110K +$25K +301 +28%
HR
1028
Howe & Rusling
New York
$109K – – –
GWM
1029
Gupta Wealth Management
California
$108K +$112K +1,353 New
VFA
1030
Virtus Fund Advisers
Connecticut
$105K -$60.2K -725 -36%
JWA
1031
JFS Wealth Advisors
Pennsylvania
$100K -$5.82K -70 -5%
HF
1032
Hoxton Financial
West Virginia
$95K +$20K +241 +26%
SIA
1033
Stancorp Investment Advisers
Oregon
$94K -$83K -999 -46%
MA
1034
MCF Advisors
Kentucky
$92K +$582 +7 +0.6%
JFA
1035
JNBA Financial Advisors
Minnesota
$89K -$58.2K -700 -39%
SGC
1036
South Georgia Capital
Illinois
$88K +$91.4K +1,100 New
LNB
1037
Ledyard National Bank
$86K – – –
AA
1038
AlphaMark Advisors
Kentucky
$85K – – –
AWS
1039
Aris Wealth Services
Pennsylvania
$83K +$86K +1,035 New
AF
1040
Allworth Financial
California
$82K – – –
JIC
1041
Joel Isaacson & Co
New York
$78K +$41.6K +501 +106%
CP
1042
Corbenic Partners
Pennsylvania
$77K +$80.4K +968 New
AWM
1043
Avior Wealth Management
Nebraska
$76K +$4.16K +50 +6%
WP
1044
WealthPLAN Partners
Nebraska
$73K +$76.2K +917 New
PIA
1045
Piedmont Investment Advisors
North Carolina
$72.3K – – –
PMFA
1046
Plante Moran Financial Advisors
Michigan
$72K -$10.6K -127 -12%
FPFS
1047
First Personal Financial Services
North Carolina
$71K +$31.8K +383 +77%
FCCM
1048
First City Capital Management
Georgia
$70K – – –
RIA
1049
Regal Investment Advisors
Michigan
$69K +$24.8K +299 +53%
CG
1050
Colony Group
Massachusetts
$66K -$122K -1,470 -64%
40 41
42
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