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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1026
Elite Wealth Management
Washington
$78K +$72.2K +883 New
CCM
1027
Cribstone Capital Management
Maine
$75K – – –
GI
1028
Gradient Investments
Minnesota
$75K +$12.5K +153 +22%
MFW
1029
Mosaic Family Wealth
Missouri
$73K -$180K -2,200 -73%
AWM
1030
AllSquare Wealth Management
New York
$70K – – –
WIC
1031
Woodmont Investment Counsel
Tennessee
$68K +$63K +770 New
AF
1032
Allworth Financial
California
$63K -$6.14K -75 -10%
HR
1033
Howe & Rusling
New York
$63K +$31.5K +385 +117%
CYG
1034
Clean Yield Group
Vermont
$62K -$6.54K -80 -10%
DOA
1035
D'Orazio & Associates
Virginia
$62K – – –
HCM
1036
Highlander Capital Management
New Jersey
$62K – – –
TJHA
1037
Thomas J. Herzfeld Advisors
Florida
$61K +$491 +6 +0.9%
JAM
1038
Jolley Asset Management
North Carolina
$60K – – –
TDC
1039
Thompson Davis & Co
Virginia
$60K +$20.5K +250 +58%
OFS
1040
Orrstown Financial Services
Pennsylvania
$58K – – –
VCM
1041
Vigilant Capital Management
Maine
$58K – – –
TG
1042
TLP Group
Illinois
$57K – – –
BWP
1043
Baldwin Wealth Partners
Massachusetts
$53K – – –
CPA
1044
Cowen Prime Advisors
New York
$53K – – –
AA
1045
Apriem Advisors
California
$50K +$24.2K +296 +111%
SSB
1046
Sandy Spring Bank
Maryland
$49K – – –
CPIG
1047
Chicago Partners Investment Group
Illinois
$49K +$82 +1 +0.2%
MWP
1048
MYCIO Wealth Partners
Pennsylvania
$49K +$28.6K +350 +175%
OP
1049
Oldfield Partners
United Kingdom
$44K – – –
PCA
1050
Peddock Capital Advisors
Massachusetts
$43K +$39.9K +488 New