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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZTNA
1126
Zions Trust National Association
Utah
$33K +$9.43K +100 +43%
WCM
1127
Wealthcare Capital Management
Virginia
$32K +$189 +2 +0.6%
PFG
1128
Piershale Financial Group
Illinois
$30K – – –
CFG
1129
CKW Financial Group
Hawaii
$25K – – –
FMP
1130
Financial Management Professionals
Texas
$25K – – –
FMT
1131
First Mercantile Trust
Tennessee
$25K – – –
JAM
1132
JCIC Asset Management
Ontario, Canada
$25K – – –
LWA
1133
Lenox Wealth Advisors
New York
$23K +$19.1K +202 +697%
NCM
1134
Nelson Capital Management
California
$21K – – –
NC
1135
NewSquare Capital
Pennsylvania
$20K -$5.09K -54 -21%
MSFP
1136
Mark Sheptoff Financial Planning
Connecticut
$20K +$18.9K +200 New
MUMSS
1137
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K +$17.9K +190 New
NIM
1138
NuWave Investment Management
New Jersey
$18K +$14.3K +152 +585%
TCM
1139
TD Capital Management
Tennessee
$18K +$16.8K +178 New
PIM
1140
Parasol Investment Management
Illinois
$17K – – –
MPWT
1141
MassMutual Private Wealth & Trust
Connecticut
$16.3K +$11.5K +122 +290%
RFS
1142
Rockefeller Financial Services
New York
$16K +$7.36K +78 +98%
VNB
1143
Valley National Bancorp
New York
$15K – – –
WAM
1144
Wallington Asset Management
Indiana
$14K – – –
FBT
1145
Founders Bank & Trust
Michigan
$13K – – –
CAL
1146
Capital Advisors Ltd
Ohio
$12K – – –
LWM
1147
LBA Wealth Management
Florida
$12K +$1.23K +13 +12%
OC
1148
Oakworth Capital
Alabama
$11K – – –
FWC
1149
First Washington Corp
Washington
$10K – – –
WA
1150
Waverly Advisors
Alabama
$8K -$217K -2,304 -96%
44 45
46
47 48