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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1126
MYCIO Wealth Partners
Pennsylvania
$50K – – –
JT
1127
Jump Trading
Illinois
$49K +$47.2K +450 New
NC
1128
NewSquare Capital
Pennsylvania
$46K +$23.2K +221 +111%
SFG
1129
Sage Financial Group
Pennsylvania
$43K – – –
AA
1130
Apriem Advisors
California
$42K – – –
GAM
1131
Gemmer Asset Management
California
$41K – – –
WCM
1132
Wealthcare Capital Management
Virginia
$35K +$210 +2 +0.6%
FAM
1133
Formidable Asset Management
Ohio
$34K – – –
CBT
1134
Central Bank & Trust
Kentucky
$32K – – –
ZTNA
1135
Zions Trust National Association
Utah
$30K -$6.3K -60 -18%
FMT
1136
First Mercantile Trust
Tennessee
$27K – – –
BWFA
1137
Baltimore-Washington Financial Advisors
Maryland
$27K +$26.2K +250 New
CFG
1138
CKW Financial Group
Hawaii
$26K – – –
NCM
1139
Nelson Capital Management
California
$23K – – –
KPCM
1140
Kings Point Capital Management
New York
$23K +$22.5K +214 New
MSFP
1141
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
MAS
1142
Madden Advisory Services
Florida
$22K +$21.5K +205 New
TCM
1143
TD Capital Management
Tennessee
$19K – – –
PIM
1144
Parasol Investment Management
Illinois
$18K – – –
MPWT
1145
MassMutual Private Wealth & Trust
Connecticut
$17.8K – – –
FMP
1146
Financial Management Professionals
Texas
$16K -$10.5K -100 -40%
VNB
1147
Valley National Bancorp
New York
$16K – – –
TIM
1148
Tortoise Investment Management
New York
$16K +$15.2K +145 New
FBT
1149
Founders Bank & Trust
Michigan
$15K – – –
WAM
1150
Wallington Asset Management
Indiana
$15K – – –
44 45
46
47 48