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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
1051
Mount Vernon Associates
Maryland
$278K +$256K +2,226 New
BOS
1052
Bingham Osborn & Scarborough
California
$277K -$12K -104 -4%
CPO
1053
Cerity Partners OCIO
New York
$276K +$20.7K +180 +9%
PCA
1054
Personal Capital Advisors
California
$275K -$4.49K -39 -2%
HR
1055
Howe & Rusling
New York
$273K +$150K +1,300 +146%
CVM
1056
Cheviot Value Management
California
$272K +$3.57K +31 +1%
SYBT
1057
Stock Yards Bank & Trust
Kentucky
$270K -$34.5K -300 -12%
CCT
1058
Chemung Canal Trust
New York
$269K -$28.8K -250 -10%
LNB
1059
Ledyard National Bank
$269K +$81.2K +705 +48%
SWM
1060
SVA Wealth Management
Wisconsin
$269K +$248K +2,156 New
SDJVC
1061
St. Denis J. Villere & Co
Louisiana
$268K -$57.6K -500 -19%
BIC
1062
Beach Investment Counsel
Pennsylvania
$268K – – –
PFBT
1063
Parkside Financial Bank & Trust
Missouri
$268K +$70.7K +614 +40%
GIA
1064
GHP Investment Advisors
Colorado
$267K -$46.1K -400 -16%
BAM
1065
Brave Asset Management
New Jersey
$263K – – –
IIM
1066
Ironwood Investment Management
Massachusetts
$262K – – –
SMH
1067
Sanders Morris Harris
Texas
$262K – – –
WKWM
1068
Walter & Keenan Wealth Management
Indiana
$261K – – –
CIC
1069
Crawford Investment Counsel
Georgia
$258K +$238K +2,069 New
ACP
1070
Arcus Capital Partners
Georgia
$257K – – –
MCM
1071
Manchester Capital Management
Vermont
$257K – – –
WIS
1072
Wright Investors Service
Connecticut
$257K +$237K +2,057 New
BHA
1073
Beech Hill Advisors
New York
$256K -$5.76K -50 -2%
JFA
1074
Johanson Financial Advisors
California
$255K -$21.3K -185 -8%
PFA
1075
Pure Financial Advisors
California
$252K +$233K +2,020 New
41 42
43
44 45