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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1651
WNY Asset Management
New York
$217K +$202K +1,190 New
LC
1652
Lindbrook Capital
California
$215K +$1.02K +6 +0.5%
PPSG
1653
Princeton Portfolio Strategies Group
New Jersey
$215K +$200K +1,180 New
JGC
1654
J. Goldman & Co
New York
$215K +$201K +1,183 New
WAG
1655
Winthrop Advisory Group
Massachusetts
$215K +$201K +1,184 New
MS
1656
Madden Securities
Texas
$214K +$200K +1,177 New
E
1657
Ergoteles
New York
$213K +$198K +1,168 New
WA
1658
WealthTrust Axiom
Pennsylvania
$213K +$199K +1,173 New
CAI
1659
Capital Advisors Inc
Oklahoma
$212K -$461K -2,721 -70%
OC
1660
Oakworth Capital
Alabama
$212K +$12.7K +75 +7%
FPFS
1661
First Personal Financial Services
North Carolina
$212K +$16.3K +96 +9%
FA
1662
FDx Advisors
Illinois
$211K +$196K +1,157 New
IFG
1663
Investors Financial Group
Minnesota
$211K +$196K +1,158 New
SN
1664
Sittner & Nelson
Oregon
$211K +$196K +1,158 New
NSB
1665
Norway Savings Bank
Maine
$210K +$3.73K +22 +2%
W
1666
WealthStone
Ohio
$210K +$195K +1,151 New
BBI
1667
Baxter Bros Inc
Connecticut
$210K +$196K +1,155 New
FG
1668
Fiduciary Group
Georgia
$209K -$139K -820 -44%
IBOK
1669
Independence Bank of Kentucky
Kentucky
$209K -$21.2K -125 -10%
GC
1670
Grace Capital
Massachusetts
$209K +$59.4K +350 +44%
MWM
1671
Merriman Wealth Management
Washington
$209K +$194K +1,145 New
GIA
1672
Gladstone Institutional Advisory
Florida
$209K +$194K +1,146 New
EPWM
1673
Essex Private Wealth Management
Massachusetts
$209K +$196K +1,153 New
FNT
1674
First Nebraska Trust
Nebraska
$209K +$195K +1,148 New
LTI
1675
Laffer Tengler Investments
Tennessee
$207K +$48.5K +286 +33%
65 66
67
68 69