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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1076
Central Bank & Trust
Kentucky
$48K -$131K -1,526 -73%
IMS
1077
Index Management Solutions
Pennsylvania
$48K +$86 +1 +0.2%
RPG
1078
Risk Paradigm Group
Texas
$45.8K +$12K +140 +35%
GWA
1079
Genesis Wealth Advisors
Massachusetts
$44.1K – – –
AFIA
1080
America First Investment Advisors
Nebraska
$42K – – –
OP
1081
Oldfield Partners
United Kingdom
$42K – – –
AA
1082
Apriem Advisors
California
$41K +$8.6K +100 +26%
AWM
1083
Avior Wealth Management
Nebraska
$40K -$40.8K -474 -50%
HA
1084
Harfst & Associates
Wyoming
$40K +$40.4K +470 New
ARMC
1085
American Research & Management Company
Massachusetts
$39K -$4.3K -50 -10%
CPIG
1086
Chicago Partners Investment Group
Illinois
$37K +$4.73K +55 +14%
KA
1087
Klingman & Associates
New York
$34K – – –
SFG
1088
Sage Financial Group
Pennsylvania
$34K – – –
H
1089
Hexavest
Quebec, Canada
$32K – – –
SHJ
1090
Sharkey, Howes & Javer
Colorado
$28K +$28.5K +332 New
FAM
1091
Formidable Asset Management
Ohio
$27K – – –
NC
1092
NewSquare Capital
Pennsylvania
$26K -$4.99K -58 -16%
MBT
1093
Monroe Bank & Trust
Michigan
$25K – – –
AWA
1094
AmeriServ Wealth Advisors
Pennsylvania
$25K +$25.8K +300 New
WA
1095
Waverly Advisors
Alabama
$22K -$6.28K -73 -22%
CF
1096
CenterStar Fund
Illinois
$21K – – –
FMT
1097
First Mercantile Trust
Tennessee
$21K – – –
CFG
1098
CKW Financial Group
Hawaii
$20K – – –
HCMT
1099
Highland Capital Management (Tennessee)
Tennessee
$20K +$20.6K +240 New
HCM
1100
Horrell Capital Management
Arkansas
$19K -$446K -5,182 -96%
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