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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Adams Wealth Management
Utah
$131K +$123K +876 New
LTI
1502
Laffer Tengler Investments
Tennessee
$129K – – –
RTC
1503
Riverview Trust Company
Washington
$129K -$28.1K -200 -19%
HFM
1504
Harvest Fund Management
China
$128K +$118K +840 New
JG
1505
Jefferies Group
New York
$126K -$235K -1,675 -66%
HR
1506
Howe & Rusling
New York
$124K – – –
TI
1507
Truehand Inc
New Hampshire
$122K – – –
DOA
1508
D'Orazio & Associates
Virginia
$119K – – –
GC
1509
Grace Capital
Massachusetts
$119K – – –
GWMIA
1510
Global Wealth Management Investment Advisory
Florida
$117K -$9.41K -67 -8%
CCM
1511
Chiron Capital Management
Florida
$116K +$109K +775 New
MCP
1512
Martin Capital Partners
Oregon
$116K +$109K +778 New
GEA
1513
Glen Eagle Advisors
New Jersey
$114K +$140 +1 +0.1%
BBA
1514
Braun-Bostich & Associates
Pennsylvania
$113K -$99.9K -711 -48%
ST
1515
Sageworth Trust
Pennsylvania
$112K +$35.1K +250 +50%
SAM
1516
S.A. Mason
Michigan
$112K +$35.1K +250 +50%
GAM
1517
Gemmer Asset Management
California
$108K – – –
HCA
1518
Horan Capital Advisors
Ohio
$108K +$102K +725 New
SFG
1519
Sowa Financial Group
Rhode Island
$102K – – –
BWM
1520
BNC Wealth Management
Oregon
$101K +$94.8K +675 New
PFSC
1521
Peoples Financial Services Corp
Pennsylvania
$100K – – –
ANBT
1522
American National Bank & Trust
Texas
$100K +$47.3K +337 +101%
EWM
1523
Endurance Wealth Management
Rhode Island
$98K -$2.81K -20 -3%
VCM
1524
Vigilant Capital Management
Maine
$97K – – –
PO
1525
Private Ocean
California
$97K +$35.1K +250 +63%
59 60
61
62 63