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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1051
First PREMIER Bank
South Dakota
$40K – – –
FPFS
1052
First Personal Financial Services
North Carolina
$40K +$5.81K +71 +19%
LWM
1053
Lenox Wealth Management
Ohio
$37K – – –
PIM
1054
Parasol Investment Management
Illinois
$37K – – –
WRM
1055
Westport Resources Management
Connecticut
$36K -$16K -195 -33%
KA
1056
Klingman & Associates
New York
$36K – – –
SFG
1057
Sage Financial Group
Pennsylvania
$36K – – –
HWP
1058
Hefty Wealth Partners
Indiana
$35K +$32.7K +400 New
AC
1059
Alexandria Capital
Virginia
$34K – – –
AA
1060
AlphaMark Advisors
Kentucky
$33K -$65.7K -803 -68%
M
1061
MOTCO
Texas
$33K – – –
ARMC
1062
American Research & Management Company
Massachusetts
$31K – – –
CCMW
1063
Cypress Capital Management (Wyoming)
Wyoming
$29.4K – – –
KLI
1064
Kelman-Lazarov Inc
Tennessee
$26.3K – – –
VCM
1065
Versant Capital Management
Arizona
$26K -$82 -1 -0.3%
FMT
1066
First Mercantile Trust
Tennessee
$22K – – –
HCM
1067
Horrell Capital Management
Arkansas
$20K – – –
KPCM
1068
Kings Point Capital Management
New York
$18K – – –
ANBT
1069
American National Bank & Trust
Texas
$18K +$11.5K +140 +237%
GAM
1070
Gemmer Asset Management
California
$16K – – –
LWM
1071
LBA Wealth Management
Florida
$16K – – –
IR
1072
Invictus RG
Bermuda
$16K +$15.1K +185 New
PCP
1073
Proficio Capital Partners
Massachusetts
$15K – – –
WA
1074
Winfield Associates
Ohio
$14K – – –
CBT
1075
Central Bank & Trust
Kentucky
$13K – – –