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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1026
Parasol Investment Management
Illinois
$32K – – –
LWM
1027
Lenox Wealth Management
Ohio
$32K +$2.75K +41 +11%
KA
1028
Klingman & Associates
New York
$31K – – –
SFG
1029
Sage Financial Group
Pennsylvania
$31K – – –
HR
1030
Howe & Rusling
New York
$28K – – –
M
1031
MOTCO
Texas
$28K – – –
JG
1032
Jefferies Group
New York
$27K -$4.18M -62,318 -99%
IR
1033
Invictus RG
Bermuda
$27K -$55.1K -821 -70%
ARMC
1034
American Research & Management Company
Massachusetts
$27K -$7.38K -110 -24%
CBT
1035
Central Bank & Trust
Kentucky
$26K – – –
FPFS
1036
First Personal Financial Services
North Carolina
$25K -$25.2K -375 -54%
VCM
1037
Versant Capital Management
Arizona
$25K -$5.23K -78 -19%
EWM
1038
Edge Wealth Management
New York
$23K – – –
CK
1039
Carnick & Kubik
Colorado
$23K +$20.1K +300 New
KLI
1040
Kelman-Lazarov Inc
Tennessee
$23K +$20.1K +300 New
WAS
1041
WESPAC Advisors SoCal
California
$21.6K – – –
H
1042
Hexavest
Quebec, Canada
$20K -$8.38K -125 -33%
FMT
1043
First Mercantile Trust
Tennessee
$19K – – –
CAW
1044
Cornerstone Advisors (Washington)
Washington
$18K +$3.56K +53 +30%
HCM
1045
Horrell Capital Management
Arkansas
$17K – – –
NCM
1046
Nelson Capital Management
California
$17K – – –
SIM
1047
Sonora Investment Management
Arizona
$16.8K +$5.3K +79 +56%
CHP
1048
Cable Hill Partners
Oregon
$16K +$13.4K +200 New
MWP
1049
MYCIO Wealth Partners
Pennsylvania
$15K -$33.5K -500 -71%
KPCM
1050
Kings Point Capital Management
New York
$15K -$31.9K -475 -70%
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