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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1701
Gerber Kawasaki Wealth & Investment Management
California
$233K +$26.5K +145 +11%
PI
1702
PFS Investments
Georgia
$233K +$29K +159 +13%
AWP
1703
Abacus Wealth Partners
California
$232K -$31.2K -171 -11%
WFA
1704
WestHill Financial Advisors
California
$232K +$13.2K +72 +5%
LA
1705
LVW Advisors
New York
$232K +$13.3K +73 +5%
RCG
1706
Regatta Capital Group
California
$231K – – –
FFG
1707
Frisch Financial Group
New York
$231K +$1.46K +8 +0.6%
FNC
1708
First National Corp
Massachusetts
$230K -$1.64K -9 -0.6%
EWA
1709
ERTS Wealth Advisors
Michigan
$230K – – –
NJBEST
1710
New Jersey Better Educational Savings Trust
New Jersey
$230K – – –
WSCM
1711
Wellington Shields Capital Management
New York
$230K – – –
AA
1712
Alta Advisers
United Kingdom
$230K +$256K +1,400 New
CFA
1713
Compass Financial Advisors
Indiana
$229K +$9.32K +51 +4%
FPGK
1714
Financial Partners Group (Kansas)
Kansas
$228K -$9.86K -54 -4%
CA
1715
Cortland Associates
Missouri
$228K – – –
EWA
1716
Exencial Wealth Advisors
Oklahoma
$228K +$3.1K +17 +1%
LMKC
1717
L.M. Kohn & Company
Ohio
$227K -$32.7K -179 -11%
AA
1718
Alesco Advisors
New York
$227K +$253K +1,384 New
AW
1719
Apricus Wealth
South Carolina
$226K – – –
BF
1720
Blankinship & Foster
California
$226K – – –
PAM
1721
Premier Asset Management
Illinois
$226K +$251K +1,375 New
JWM
1722
JGP Wealth Management
Oregon
$225K +$231K +1,267 New
NFG
1723
Nadler Financial Group
Illinois
$224K – – –
HGERS
1724
Householder Group Estate & Retirement Specialist
Arizona
$223K +$25.2K +138 +11%
EFSCE
1725
Enterprise Financial Services Corp (EFSC)
Missouri
$222K -$1.83K -10 -0.7%
67 68
69
70 71