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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1051
Jacobus Wealth Management
Wisconsin
$211K -$141K -1,500 -41%
VST
1052
Van Strum & Towne
California
$211K +$200K +2,122 New
LNC
1053
Lincoln National Corp
Pennsylvania
$210K +$200K +2,117 New
DAM
1054
Doheny Asset Management
California
$209K +$198K +2,100 New
MC
1055
Montag & Caldwell
Georgia
$209K +$198K +2,100 New
IB
1056
Intrust Bank
Kansas
$207K +$196K +2,077 New
FFA
1057
First Foundation Advisors
California
$206K -$54.6K -579 -22%
W
1058
Wealthfront
California
$205K +$194K +2,054 New
CCS
1059
Crosspoint Capital Strategies
California
$204K – – –
MVA
1060
Mount Vernon Associates
Maryland
$204K +$193K +2,050 New
SFM
1061
Signature Financial Management
Virginia
$202K +$191K +2,028 New
FWM
1062
Focused Wealth Management
New York
$198K -$34.5K -366 -16%
IC
1063
IKOS CIF
Cyprus
$195K +$185K +1,965 New
CFA
1064
CT Financial Advisors
Pennsylvania
$190K +$224K +2,380 New
JFA
1065
JNBA Financial Advisors
Minnesota
$187K -$75.4K -800 -30%
JG
1066
Jefferies Group
New York
$184K -$522K -5,531 -75%
AIM
1067
Assured Investment Management
New York
$179K +$170K +1,800 New
HR
1068
Howe & Rusling
New York
$175K +$33.2K +352 +25%
NES
1069
New England Securities
New York
$171K -$33.6K -356 -17%
WA
1070
WealthTrust-Arizona
Arizona
$171K +$9.62K +102 +6%
EWM
1071
Elite Wealth Management
Washington
$166K -$2.4M -25,447 -94%
NYLT
1072
New York Life Trust
New York
$157K +$52.6K +558 +55%
EWM
1073
Edge Wealth Management
New York
$151K -$5.03M -53,282 -97%
WRM
1074
Westport Resources Management
Connecticut
$150K +$94.3K +1,000 +196%
CM
1075
Castleark Management
Illinois
$149K -$76.4K -810 -35%
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