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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1376
Parisi Gray Wealth Management
New Jersey
$89K +$78.5K +566 New
KA
1377
Kaizen Advisory
Illinois
$89K +$78.6K +567 New
VC
1378
Vestor Capital
Illinois
$88K +$20.3K +146 +36%
SIM
1379
Sonora Investment Management
Arizona
$86.7K +$6.93K +50 +10%
POIA
1380
Pin Oak Investment Advisors
Texas
$84K +$74.1K +534 New
OFW
1381
Omnia Family Wealth
Florida
$83K -$11.2K -81 -13%
TCM
1382
Tradewinds Capital Management
Washington
$82K +$139 +1 +0.2%
CPA
1383
Cowen Prime Advisors
New York
$79K – – –
FPS
1384
Fieldpoint Private Securities
Connecticut
$79K – – –
HCM
1385
Highlander Capital Management
New Jersey
$79K +$69.4K +500 New
PWM
1386
Perigon Wealth Management
California
$77K -$342K -2,464 -83%
EA
1387
Edge Advisors
Georgia
$76K – – –
JFGIW
1388
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K +$27.7K +200 +73%
KLWA
1389
Kelly Lawrence W & Associates
California
$73K +$8.74K +63 +16%
PFSC
1390
Peoples Financial Services Corp
Pennsylvania
$71K – – –
PCP
1391
Proficio Capital Partners
Massachusetts
$69K +$1.39K +10 +2%
WIM
1392
Westside Investment Management
California
$64.3K – – –
OFS
1393
Orrstown Financial Services
Pennsylvania
$64K – – –
LWM
1394
Lenox Wealth Management
Ohio
$63K -$23.9K -172 -30%
HWP
1395
Hefty Wealth Partners
Indiana
$63K – – –
SFG
1396
Sage Financial Group
Pennsylvania
$63K – – –
FRA
1397
Front Row Advisors
California
$63K +$55.5K +400 New
AA
1398
AlphaMark Advisors
Kentucky
$58K – – –
ARMC
1399
American Research & Management Company
Massachusetts
$55K – – –
DPA
1400
Delphi Private Advisors
California
$55K +$48.8K +352 New
54 55
56
57 58