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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1126
Sonora Investment Management
Arizona
$53.7K – – –
BWA
1127
BDO Wealth Advisors
Florida
$51K +$48.3K +475 New
PFSC
1128
Peoples Financial Services Corp
Pennsylvania
$48K – – –
SIA
1129
SeaBridge Investment Advisors
New Jersey
$48K – – –
PCP
1130
Proficio Capital Partners
Massachusetts
$48K +$914 +9 +2%
FC
1131
Ferris Capital
Massachusetts
$48K +$45.5K +448 New
VC
1132
Vestor Capital
Illinois
$44K +$41.8K +411 New
KLWA
1133
Kelly Lawrence W & Associates
California
$43K -$30.5K -300 -43%
OFS
1134
Orrstown Financial Services
Pennsylvania
$43K -$25.4K -250 -38%
BC
1135
Bartlett & Co
Ohio
$43K -$914 -9 -2%
SFG
1136
Sage Financial Group
Pennsylvania
$43K – – –
HWP
1137
Hefty Wealth Partners
Indiana
$42K – – –
JT
1138
Jump Trading
Illinois
$42K +$34K +335 +620%
AC
1139
Alexandria Capital
Virginia
$41K – – –
ARMC
1140
American Research & Management Company
Massachusetts
$38K – – –
LA
1141
Legacy Advisors
Pennsylvania
$37K – – –
IP
1142
Intellectus Partners
California
$37K +$610 +6 +2%
OC
1143
Oakworth Capital
Alabama
$36K – – –
CCMW
1144
Cypress Capital Management (Wyoming)
Wyoming
$35.6K – – –
AA
1145
AlphaMark Advisors
Kentucky
$35K +$1.42K +14 +5%
MPWT
1146
MassMutual Private Wealth & Trust
Connecticut
$34.1K -$34.6K -341 -52%
WPA
1147
West Paces Advisors
Georgia
$32.6K – – –
JFA
1148
JNBA Financial Advisors
Minnesota
$32K – – –
GBT
1149
Grove Bank & Trust
Florida
$32K +$13.7K +135 +84%
PRS
1150
Pinkerton Retirement Specialists
Idaho
$32K +$25.4K +250 +510%
44 45
46
47 48