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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CGH
1051
Cleary Gull Holdings
Wisconsin
$15K – – –
FAM
1052
Formidable Asset Management
Ohio
$15K – – –
RFWA
1053
RPg Family Wealth Advisory
Massachusetts
$14.5K +$1.27K +19 +11%
LWM
1054
LBA Wealth Management
Florida
$14K -$4.02K -60 -25%
GAM
1055
Gemmer Asset Management
California
$13K +$67 +1 +0.6%
GXMC
1056
Global X Management Company
New York
$13K +$10.2K +152 +950%
AA
1057
Apriem Advisors
California
$12K – – –
WA
1058
Winfield Associates
Ohio
$12K +$10.7K +160 New
ACM
1059
Armbruster Capital Management
New York
$11K – – –
FMP
1060
Financial Management Professionals
Texas
$11K – – –
MCA
1061
Mercer Capital Advisers
New Jersey
$11K – – –
GWS
1062
Glassman Wealth Services
Virginia
$10K – – –
TSU
1063
TD Securities (USA)
New York
$10K – – –
TFA
1064
Transamerica Financial Advisors
Florida
$10K – – –
TCM
1065
Tradewinds Capital Management
Washington
$9K +$67 +1 +0.8%
DBT
1066
Dubuque Bank & Trust
Iowa
$8K -$3.56K -53 -35%
NC
1067
NewSquare Capital
Pennsylvania
$8K -$738 -11 -10%
BCM
1068
Blume Capital Management
California
$8K – – –
BKA
1069
Brick & Kyle Associates
Pennsylvania
$8K – – –
HRC
1070
Hoertkorn Richard Charles
$8K – – –
SHJ
1071
Sharkey, Howes & Javer
Colorado
$8K – – –
BL
1072
Balentine LLC
Georgia
$8K +$134 +2 +2%
CSS
1073
Cubist Systematic Strategies
Connecticut
$8K +$939 +14 +16%
PCP
1074
Proficio Capital Partners
Massachusetts
$7K +$402 +6 +7%
ST
1075
Spot Trading
Illinois
$6K -$5.24M -78,098 -100%