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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
1051
Lincoln National Corp
Pennsylvania
$210K +$200K +2,117 New
DAM
1052
Doheny Asset Management
California
$209K +$198K +2,100 New
MC
1053
Montag & Caldwell
Georgia
$209K +$198K +2,100 New
IB
1054
Intrust Bank
Kansas
$207K +$196K +2,077 New
FFA
1055
First Foundation Advisors
California
$206K -$54.6K -579 -22%
W
1056
Wealthfront
California
$205K +$194K +2,054 New
CCS
1057
Crosspoint Capital Strategies
California
$204K – – –
MVA
1058
Mount Vernon Associates
Maryland
$204K +$193K +2,050 New
SFM
1059
Signature Financial Management
Virginia
$202K +$191K +2,028 New
FWM
1060
Focused Wealth Management
New York
$198K -$34.5K -366 -16%
IC
1061
IKOS CIF
Cyprus
$195K +$185K +1,965 New
CFA
1062
CT Financial Advisors
Pennsylvania
$190K +$224K +2,380 New
JFA
1063
JNBA Financial Advisors
Minnesota
$187K -$75.4K -800 -30%
JG
1064
Jefferies Group
New York
$184K -$522K -5,531 -75%
AIM
1065
Assured Investment Management
New York
$179K +$170K +1,800 New
HR
1066
Howe & Rusling
New York
$175K +$33.2K +352 +25%
NES
1067
New England Securities
New York
$171K -$33.6K -356 -17%
WA
1068
WealthTrust-Arizona
Arizona
$171K +$9.62K +102 +6%
EWM
1069
Elite Wealth Management
Washington
$166K -$2.4M -25,447 -94%
NYLT
1070
New York Life Trust
New York
$157K +$52.6K +558 +55%
EWM
1071
Edge Wealth Management
New York
$151K -$5.03M -53,282 -97%
WRM
1072
Westport Resources Management
Connecticut
$150K +$94.3K +1,000 +196%
CM
1073
Castleark Management
Illinois
$149K -$76.4K -810 -35%
TDC
1074
Thompson Davis & Co
Virginia
$149K -$23.6K -250 -14%
LNB
1075
Ledyard National Bank
$147K -$3.58K -38 -3%
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