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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1126
Formidable Asset Management
Ohio
$33K – – –
ZTNA
1127
Zions Trust National Association
Utah
$33K +$9.43K +100 +43%
WCM
1128
Wealthcare Capital Management
Virginia
$32K +$189 +2 +0.6%
PFG
1129
Piershale Financial Group
Illinois
$30K – – –
CFG
1130
CKW Financial Group
Hawaii
$25K – – –
FMP
1131
Financial Management Professionals
Texas
$25K – – –
FMT
1132
First Mercantile Trust
Tennessee
$25K – – –
JAM
1133
JCIC Asset Management
Ontario, Canada
$25K – – –
LWA
1134
Lenox Wealth Advisors
New York
$23K +$19.1K +202 +697%
NCM
1135
Nelson Capital Management
California
$21K – – –
NC
1136
NewSquare Capital
Pennsylvania
$20K -$5.09K -54 -21%
MSFP
1137
Mark Sheptoff Financial Planning
Connecticut
$20K +$18.9K +200 New
MUMSS
1138
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K +$17.9K +190 New
NIM
1139
NuWave Investment Management
New Jersey
$18K +$14.3K +152 +585%
TCM
1140
TD Capital Management
Tennessee
$18K +$16.8K +178 New
PIM
1141
Parasol Investment Management
Illinois
$17K – – –
MPWT
1142
MassMutual Private Wealth & Trust
Connecticut
$16.3K +$11.5K +122 +290%
RFS
1143
Rockefeller Financial Services
New York
$16K +$7.36K +78 +98%
VNB
1144
Valley National Bancorp
New York
$15K – – –
WAM
1145
Wallington Asset Management
Indiana
$14K – – –
FBT
1146
Founders Bank & Trust
Michigan
$13K – – –
CAL
1147
Capital Advisors Ltd
Ohio
$12K – – –
LWM
1148
LBA Wealth Management
Florida
$12K +$1.23K +13 +12%
OC
1149
Oakworth Capital
Alabama
$11K – – –
FWC
1150
First Washington Corp
Washington
$10K – – –
44 45
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