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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1101
Wealthcare Capital Management
Virginia
$29K +$171 +2 +0.6%
PFG
1102
Piershale Financial Group
Illinois
$27K -$256 -3 -1%
BWFA
1103
Baltimore-Washington Financial Advisors
Maryland
$23K -$8.54K -100 -29%
FMP
1104
Financial Management Professionals
Texas
$23K – – –
JAM
1105
JCIC Asset Management
Ontario, Canada
$23K – – –
FMT
1106
First Mercantile Trust
Tennessee
$23K +$2.13K +25 +11%
NC
1107
NewSquare Capital
Pennsylvania
$23K +$4.61K +54 +27%
CFG
1108
CKW Financial Group
Hawaii
$22K +$20.6K +241 New
ST
1109
SpiderRock Trading
Illinois
$21K – – –
ZTNA
1110
Zions Trust National Association
Utah
$21K +$5.12K +60 +34%
NCM
1111
Nelson Capital Management
California
$20K – – –
WIC
1112
Willis Investment Counsel
Georgia
$18.4K +$16.8M +196,670 +3,278%
ACM
1113
Aviance Capital Management
Florida
$17K -$80.1K -938 -84%
OSAM
1114
O'Shaughnessy Asset Management
Connecticut
$16K +$11.4K +133 +283%
PIM
1115
Parasol Investment Management
Illinois
$15K +$14.5K +170 New
VNB
1116
Valley National Bancorp
New York
$14K +$12.8K +150 New
WAM
1117
Wallington Asset Management
Indiana
$13K – – –
FBT
1118
Founders Bank & Trust
Michigan
$12K – – –
CAL
1119
Capital Advisors Ltd
Ohio
$11K +$10.2K +120 New
UB
1120
UMB Bank
Missouri
$10.9K -$217K -2,539 -2%
MFBTD
1121
MB Financial Bank - Trust Department
Illinois
$10K +$2.82K +33 +44%
OC
1122
Oakworth Capital
Alabama
$10K +$9.22K +108 New
LWM
1123
LBA Wealth Management
Florida
$10K +$9.39K +110 New
FWC
1124
First Washington Corp
Washington
$9K – – –
NMIS
1125
Northwestern Mutual Investment Services
Wisconsin
$9K +$8.54K +100 New
43 44
45
46 47