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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1401
Manchester Financial
California
$160K +$155K +1,171 New
RFM
1402
Royal Fund Management
Florida
$155K +$77.4K +586 +106%
FPFS
1403
First Personal Financial Services
North Carolina
$152K +$3.83K +29 +3%
PGAM
1404
Princeton Global Asset Management
New Jersey
$144K -$59.9K -453 -30%
EIP
1405
Ellis Investment Partners
Pennsylvania
$144K +$139K +1,054 New
KOCAA
1406
Knights of Columbus Asset Advisors
Connecticut
$139K – – –
FLPIM
1407
F.L. Putnam Investment Management
Massachusetts
$139K +$135K +1,020 New
LWCFA
1408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K -$1.06K -8 -0.8%
SM
1409
SG3 Management
Puerto Rico
$136K +$132K +1,000 New
LFG
1410
Larson Financial Group
Missouri
$129K +$264 +2 +0.2%
PWP
1411
Personal Wealth Partners
Minnesota
$128K +$124K +942 New
BEAM
1412
Baker Ellis Asset Management
Washington
$125K – – –
IUHSA
1413
Itau Unibanco Holding S.A.
Brazil
$124K -$90.5K -685 -43%
GWMIA
1414
Global Wealth Management Investment Advisory
Florida
$121K -$98K -742 -45%
AOWM
1415
Alpha Omega Wealth Management
Virginia
$121K – – –
OC
1416
Oakworth Capital
Alabama
$121K +$10.6K +80 +10%
AC
1417
Avestar Capital
New York
$115K -$2.64K -20 -2%
AF
1418
Allworth Financial
California
$113K -$79.2K -599 -42%
GI
1419
Gradient Investments
Minnesota
$112K +$132 +1 +0.1%
DOA
1420
D'Orazio & Associates
Virginia
$112K +$15.9K +120 +17%
PVH
1421
Psagot Value Holdings
Israel
$110K – – –
DWM
1422
Destination Wealth Management
California
$104K +$85.8K +649 +555%
PAM
1423
Paradigm Asset Management
New York
$102K +$33K +250 +50%
CCM
1424
Cribstone Capital Management
Maine
$99K -$7.93K -60 -8%
MA
1425
MCF Advisors
Kentucky
$99K – – –
55 56
57
58 59