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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
AllSquare Wealth Management
New York
$67K – – –
HCP
1052
Holt Capital Partners
Texas
$66K – – –
JFA
1053
JNBA Financial Advisors
Minnesota
$65K -$30.1K -350 -31%
WIC
1054
Woodmont Investment Counsel
Tennessee
$64K +$65.3K +760 New
EFSCE
1055
Enterprise Financial Services Corp (EFSC)
Missouri
$63K -$516 -6 -0.8%
FPFS
1056
First Personal Financial Services
North Carolina
$60K -$15.7K -183 -21%
DOA
1057
D'Orazio & Associates
Virginia
$60K – – –
MWP
1058
MYCIO Wealth Partners
Pennsylvania
$59K +$28.8K +335 +92%
IC
1059
IKOS CIF
Cyprus
$59K +$60.1K +699 New
VIA
1060
Vident Investment Advisory
Georgia
$58K +$59K +686 New
EWM
1061
Edge Wealth Management
New York
$56K -$167K -1,948 -75%
AC
1062
Alexandria Capital
Virginia
$56K -$3.7K -43 -6%
JAM
1063
Jolley Asset Management
North Carolina
$51K – – –
GI
1064
Gradient Investments
Minnesota
$50K -$20.2K -235 -29%
CFSG
1065
Community Financial Services Group
Vermont
$49K -$14.2K -165 -22%
GAM
1066
Gemmer Asset Management
California
$49K -$7.65K -89 -13%
OFS
1067
Orrstown Financial Services
Pennsylvania
$49K – – –
RFA
1068
Reilly Financial Advisors
California
$49K – – –
CBT
1069
Central Bank & Trust
Kentucky
$48K -$131K -1,526 -73%
IMS
1070
Index Management Solutions
Pennsylvania
$48K +$86 +1 +0.2%
RPG
1071
Risk Paradigm Group
Texas
$45.8K +$12K +140 +35%
GWA
1072
Genesis Wealth Advisors
Massachusetts
$44.1K – – –
AFIA
1073
America First Investment Advisors
Nebraska
$42K – – –
OP
1074
Oldfield Partners
United Kingdom
$42K – – –
AA
1075
Apriem Advisors
California
$41K +$8.6K +100 +26%
41 42
43
44 45