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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
1026
Quadrant Capital Group
Ohio
$130K +$135K +1,568 New
EDRE
1027
Edmond de Rothschild (Europe)
Luxembourg
$128K +$129K +1,505 New
CM
1028
Castleark Management
Illinois
$127K – – –
IWMPD
1029
Integrated Wealth Management (Palm Desert)
California
$126K -$3.96K -46 -3%
CPA
1030
Cowen Prime Advisors
New York
$119K – – –
HR
1031
Howe & Rusling
New York
$116K – – –
PSI
1032
Pinnacle Summer Investments
Virginia
$112K -$299K -3,482 -73%
VFA
1033
Virtus Fund Advisers
Connecticut
$111K – – –
AWS
1034
Aris Wealth Services
Pennsylvania
$111K +$23.6K +274 +26%
MA
1035
MCF Advisors
Kentucky
$110K +$12.6K +147 +13%
Fuller & Thaler Asset Management
1036
Fuller & Thaler Asset Management
California
$110K +$112K +1,300 New
AIM
1037
Assured Investment Management
New York
$109K -$499K -5,802 -82%
AA
1038
AlphaMark Advisors
Kentucky
$109K +$18.9K +220 +21%
WA
1039
WealthTrust-Arizona
Arizona
$108K -$9.03K -105 -8%
IRS
1040
Invictus RG (Singapore)
Singapore
$107K -$37.6K -437 -26%
PMFA
1041
Plante Moran Financial Advisors
Michigan
$105K +$29.7K +345 +39%
JWA
1042
JFS Wealth Advisors
Pennsylvania
$104K -$1.81K -21 -2%
HF
1043
Hoxton Financial
West Virginia
$100K – – –
WP
1044
WealthPLAN Partners
Nebraska
$96K +$18.8K +219 +24%
LNB
1045
Ledyard National Bank
$94K +$3.44K +40 +4%
SGC
1046
South Georgia Capital
Illinois
$93K – – –
VCM
1047
Vigilant Capital Management
Maine
$89K +$21.5K +250 +31%
ACPU
1048
Arrowgrass Capital Partners (US)
Delaware
$84K -$284K -3,304 -77%
JIC
1049
Joel Isaacson & Co
New York
$83K +$86 +1 +0.1%
CP
1050
Corbenic Partners
Pennsylvania
$82K +$86 +1 +0.1%