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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1051
Advocacy Wealth Management Services
Georgia
$17K – – –
NC
1052
NewSquare Capital
Pennsylvania
$17K – – –
ZTNA
1053
Zions Trust National Association
Utah
$15K +$14.8K +175 New
WF
1054
WealthTrust Fairport
Ohio
$12K -$7.02K -83 -37%
WAM
1055
Wallington Asset Management
Indiana
$12K – – –
FBT
1056
Founders Bank & Trust
Michigan
$11K – – –
CP
1057
Corbenic Partners
Pennsylvania
$8K – – –
FWC
1058
First Washington Corp
Washington
$8K – – –
SFPIA
1059
Stevens First Principles Investment Advisors
California
$8K +$8.54K +101 New
IWC
1060
Integrated Wealth Counsel
California
$7.42K -$91.3K -1,080 -92%
RFS
1061
Rockefeller Financial Services
New York
$7K – – –
MFBTD
1062
MB Financial Bank - Trust Department
Illinois
$6K -$13.4K -158 -68%
MMH
1063
Menora Mivtachim Holdings
Israel
$6K – – –
NIM
1064
NuWave Investment Management
New Jersey
$5K -$1.24M -14,720 -100%
PFO
1065
Pathstone Family Office
New Jersey
$5K -$82K -970 -94%
TFA
1066
Transamerica Financial Advisors
Florida
$5K – – –
AC
1067
Alexandria Capital
Virginia
$5K +$3.13K +37 +148%
MBT
1068
Monroe Bank & Trust
Michigan
$4K – – –
OSAM
1069
O'Shaughnessy Asset Management
Connecticut
$4K +$3.98K +47 New
EU
1070
Emory University
Georgia
$3K – – –
FPCG
1071
Fort Pitt Capital Group
Pennsylvania
$910 – – –
AIA
1072
Affinity Investment Advisors
California
– -$13.1M -158,598 Closed
CG
1073
Colony Group
Massachusetts
– -$8.84M -107,196 Closed
NMERB
1074
New Mexico Educational Retirement Board
New Mexico
– -$8.6M -104,202 Closed
LHC
1075
Levy Harkins & Co
New York
– -$6.76M -81,991 Closed
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