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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1026
Allworth Financial
California
$63K -$6.14K -75 -10%
HR
1027
Howe & Rusling
New York
$63K +$31.5K +385 +117%
CYG
1028
Clean Yield Group
Vermont
$62K -$6.54K -80 -10%
DOA
1029
D'Orazio & Associates
Virginia
$62K
HCM
1030
Highlander Capital Management
New Jersey
$62K
TJHA
1031
Thomas J. Herzfeld Advisors
Florida
$61K +$491 +6 +0.9%
JAM
1032
Jolley Asset Management
North Carolina
$60K
TDC
1033
Thompson Davis & Co
Virginia
$60K +$20.5K +250 +58%
OFS
1034
Orrstown Financial Services
Pennsylvania
$58K
VCM
1035
Vigilant Capital Management
Maine
$58K
TG
1036
TLP Group
Illinois
$57K
BWP
1037
Baldwin Wealth Partners
Massachusetts
$53K
CPA
1038
Cowen Prime Advisors
New York
$53K
AA
1039
Apriem Advisors
California
$50K +$24.2K +296 +111%
SSB
1040
Sandy Spring Bank
Maryland
$49K
CPIG
1041
Chicago Partners Investment Group
Illinois
$49K +$82 +1 +0.2%
MWP
1042
MYCIO Wealth Partners
Pennsylvania
$49K +$28.6K +350 +175%
OP
1043
Oldfield Partners
United Kingdom
$44K
PCA
1044
Peddock Capital Advisors
Massachusetts
$43K +$39.9K +488 New
FPB
1045
First PREMIER Bank
South Dakota
$40K
FPFS
1046
First Personal Financial Services
North Carolina
$40K +$5.81K +71 +19%
LWM
1047
Lenox Wealth Management
Ohio
$37K
PIM
1048
Parasol Investment Management
Illinois
$37K
WRM
1049
Westport Resources Management
Connecticut
$36K -$16K -195 -33%
KA
1050
Klingman & Associates
New York
$36K