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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1101
Joel Isaacson & Co
New York
$43K – – –
PFO
1102
Pathstone Family Office
New Jersey
$43K +$35K +410 +683%
AC
1103
Alexandria Capital
Virginia
$40K +$31.8K +373 +602%
SHWM
1104
Smith & Howard Wealth Management
Georgia
$37K – – –
QAM
1105
QCI Asset Management
New York
$36K – – –
AA
1106
Apriem Advisors
California
$35K -$15.4K -180 -32%
CBT
1107
Central Bank & Trust
Kentucky
$32K – – –
FAM
1108
Formidable Asset Management
Ohio
$30K – – –
WCM
1109
Wealthcare Capital Management
Virginia
$29K +$171 +2 +0.6%
PFG
1110
Piershale Financial Group
Illinois
$27K -$256 -3 -1%
BWFA
1111
Baltimore-Washington Financial Advisors
Maryland
$23K -$8.54K -100 -29%
FMP
1112
Financial Management Professionals
Texas
$23K – – –
JAM
1113
JCIC Asset Management
Ontario, Canada
$23K – – –
FMT
1114
First Mercantile Trust
Tennessee
$23K +$2.13K +25 +11%
NC
1115
NewSquare Capital
Pennsylvania
$23K +$4.61K +54 +27%
CFG
1116
CKW Financial Group
Hawaii
$22K +$20.6K +241 New
ST
1117
SpiderRock Trading
Illinois
$21K – – –
ZTNA
1118
Zions Trust National Association
Utah
$21K +$5.12K +60 +34%
NCM
1119
Nelson Capital Management
California
$20K – – –
ACM
1120
Aviance Capital Management
Florida
$17K -$80.1K -938 -84%
OSAM
1121
O'Shaughnessy Asset Management
Connecticut
$16K +$11.4K +133 +283%
PIM
1122
Parasol Investment Management
Illinois
$15K +$14.5K +170 New
VNB
1123
Valley National Bancorp
New York
$14K +$12.8K +150 New
WAM
1124
Wallington Asset Management
Indiana
$13K – – –
FBT
1125
Founders Bank & Trust
Michigan
$12K – – –
43 44
45
46 47