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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1026
LBA Wealth Management
Florida
$17K – – –
HCM
1027
Horrell Capital Management
Arkansas
$15K – – –
NCM
1028
Nelson Capital Management
California
$15K – – –
CGH
1029
Cleary Gull Holdings
Wisconsin
$14K +$14K +200 New
UFA
1030
US Financial Advisors
Massachusetts
$14K +$14K +200 New
FAM
1031
Formidable Asset Management
Ohio
$13K -$7.97K -114 -36%
GAM
1032
Gemmer Asset Management
California
$12K -$97.9K -1,400 -89%
CAW
1033
Cornerstone Advisors (Washington)
Washington
$12K -$210 -3 -2%
RFWA
1034
RPg Family Wealth Advisory
Massachusetts
$11.6K +$11.9K +170 New
AA
1035
Apriem Advisors
California
$11K -$3.5K -50 -24%
DBT
1036
Dubuque Bank & Trust
Iowa
$10K -$3.29K -47 -24%
FMP
1037
Financial Management Professionals
Texas
$10K – – –
MCA
1038
Mercer Capital Advisers
New Jersey
$10K – – –
SIM
1039
Sonora Investment Management
Arizona
$10K +$8.39K +120 +600%
ACM
1040
Armbruster Capital Management
New York
$10K +$10.5K +150 New
TSU
1041
TD Securities (USA)
New York
$9K -$14.9K -213 -62%
TFA
1042
Transamerica Financial Advisors
Florida
$9K – – –
TCM
1043
Tradewinds Capital Management
Washington
$8K -$4.13K -59 -33%
GWS
1044
Glassman Wealth Services
Virginia
$8K – – –
NC
1045
NewSquare Capital
Pennsylvania
$8K – – –
RCWMU
1046
Rothschild & Co Wealth Management (UK)
United Kingdom
$8K +$8.39K +120 New
BL
1047
Balentine LLC
Georgia
$7K -$34.9K -499 -83%
SHJ
1048
Sharkey, Howes & Javer
Colorado
$7K -$11.7K -168 -63%
BCM
1049
Blume Capital Management
California
$7K – – –
BKA
1050
Brick & Kyle Associates
Pennsylvania
$7K – – –
40 41
42
43 44