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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1226
Berkshire Bank
Massachusetts
$345K +$325K +2,315 New
HIA
1227
Harbor Investment Advisory
Maryland
$344K -$11K -78 -3%
T
1228
TRUADVICE
Florida
$343K +$311K +2,217 New
AIM
1229
AIA Investment Management
Singapore
$343K +$323K +2,300 New
RFM
1230
Royal Fund Management
Florida
$342K -$72.6K -517 -18%
SWA
1231
Stratos Wealth Advisors
Ohio
$341K -$11K -78 -3%
WA1
1232
Wimmer Associates 1
California
$341K – – –
BCA
1233
Bay Colony Advisors
Massachusetts
$339K +$47.1K +335 +17%
CA
1234
Calton & Associates
Florida
$338K +$30.5K +217 +11%
GWM
1235
Gray Wealth Management
Maine
$336K -$16.6K -118 -5%
IC
1236
Intersect Capital
California
$336K +$61.4K +437 +24%
PFBT
1237
Parkside Financial Bank & Trust
Missouri
$335K -$164K -1,165 -34%
RPC
1238
Rossmore Private Capital
Connecticut
$335K +$38.6K +275 +14%
MYIA
1239
Mount Yale Investment Advisors
Colorado
$334K +$314K +2,237 New
PAA
1240
Peregrine Asset Advisers
Oregon
$332K -$983 -7 -0.3%
LDFR
1241
Lehman & Derafelo Financial Resources
Pennsylvania
$332K – – –
NAS
1242
Nicolet Advisory Services
Wisconsin
$331K -$193K -1,373 -38%
CIC
1243
Crawford Investment Counsel
Georgia
$331K -$14.3K -102 -4%
FCFC
1244
First Citizens Financial Corp
Iowa
$331K +$3.37K +24 +1%
MGWM
1245
Marks Group Wealth Management
Minnesota
$331K +$5.76K +41 +2%
CCM
1246
Covington Capital Management
California
$328K – – –
TWM
1247
Tolleson Wealth Management
Texas
$328K – – –
DC
1248
Derby & Company
Massachusetts
$328K +$9.41K +67 +3%
SSG
1249
Summit Securities Group
New York
$328K +$28.1K +200 +10%
MFG
1250
Magnus Financial Group
New York
$327K +$308K +2,192 New
48 49
50
51 52