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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1476
Sageworth Trust
Pennsylvania
$81K – – –
TI
1477
Truehand Inc
New Hampshire
$81K – – –
GCA
1478
Greenwood Capital Associates
South Carolina
$79K +$77K +580 New
SCM
1479
Shelton Capital Management
Colorado
$78.6K -$8.27M -62,245 -85%
RFWA
1480
RPg Family Wealth Advisory
Massachusetts
$78.6K +$77K +580 New
NCM
1481
Nelson Capital Management
California
$77K – – –
PGWM
1482
Parisi Gray Wealth Management
New Jersey
$77K – – –
RFM
1483
Royal Fund Management
Florida
$74K -$266 -2 -0.4%
LWANC
1484
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K – – –
LWM
1485
Liberty Wealth Management
California
$72K +$1.33K +10 +2%
ONST
1486
Old North State Trust
North Carolina
$70K +$15.7K +118 +30%
FPS
1487
Fieldpoint Private Securities
Connecticut
$68K – – –
KL
1488
KWMG LLC
Kansas
$68K – – –
LWA
1489
Lenox Wealth Advisors
New York
$68K – – –
NWA
1490
New World Advisors
Massachusetts
$68K +$66.7K +502 New
ECM
1491
Estabrook Capital Management
New York
$67.7K – – –
PAM
1492
Paradigm Asset Management
New York
$67.7K +$6.64K +50 +11%
CA
1493
Centerpoint Advisors
Massachusetts
$66K – – –
SL
1494
Salomon & Ludwin
Virginia
$64K -$59.5K -448 -49%
KPCM
1495
Kings Point Capital Management
New York
$61K -$10.6K -80 -15%
AIS
1496
Accurate Investment Solutions
Pennsylvania
$61K -$2.13K -16 -3%
AWM
1497
AllSquare Wealth Management
New York
$61K – – –
PFSC
1498
Peoples Financial Services Corp
Pennsylvania
$61K – – –
FC
1499
Ferris Capital
Massachusetts
$58K – – –
CAC
1500
Certified Advisory Corp
Florida
$58K +$5.18K +39 +10%
58 59
60
61 62