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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1051
Gradient Investments
Minnesota
$66K +$19.5K +235 +40%
LWA
1052
Lenox Wealth Advisors
New York
$65K -$19.2K -231 -22%
VCM
1053
Vigilant Capital Management
Maine
$64K -$5.82M -70,049 -99%
AWM
1054
AllSquare Wealth Management
New York
$63K – – –
HCP
1055
Holt Capital Partners
Texas
$62K – – –
SCP
1056
Syntal Capital Partners
Texas
$61K – – –
HRIA
1057
Haberer Registered Investment Advisor
Ohio
$60K -$342K -4,114 -85%
EFSCE
1058
Enterprise Financial Services Corp (EFSC)
Missouri
$60K +$12K +145 +24%
TCM
1059
Tradewinds Capital Management
Washington
$59K – – –
CFSG
1060
Community Financial Services Group
Vermont
$59K +$13.7K +165 +29%
DOA
1061
D'Orazio & Associates
Virginia
$56K – – –
AC
1062
Alexandria Capital
Virginia
$56K +$3.91K +47 +7%
CYG
1063
Clean Yield Group
Vermont
$56K +$58.5K +704 New
GAM
1064
Gemmer Asset Management
California
$54K +$28.9K +348 +108%
JAM
1065
Jolley Asset Management
North Carolina
$48K – – –
RFA
1066
Reilly Financial Advisors
California
$46K -$9.89K -119 -17%
OFS
1067
Orrstown Financial Services
Pennsylvania
$46K – – –
IMS
1068
Index Management Solutions
Pennsylvania
$45K -$41.6K -501 -47%
KA
1069
Klingman & Associates
New York
$42K – – –
GWA
1070
Genesis Wealth Advisors
Massachusetts
$41.4K – – –
ARMC
1071
American Research & Management Company
Massachusetts
$41K – – –
AFIA
1072
America First Investment Advisors
Nebraska
$40K – – –
OP
1073
Oldfield Partners
United Kingdom
$40K – – –
CPIG
1074
Chicago Partners Investment Group
Illinois
$35K -$4.57K -55 -13%
WCM
1075
Wealthcare Capital Management
Virginia
$33K +$6.65K +80 +24%
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