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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1701
PFS Investments
Georgia
$233K +$29K +159 +13%
AWP
1702
Abacus Wealth Partners
California
$232K -$31.2K -171 -11%
WFA
1703
WestHill Financial Advisors
California
$232K +$13.2K +72 +5%
LA
1704
LVW Advisors
New York
$232K +$13.3K +73 +5%
RCG
1705
Regatta Capital Group
California
$231K – – –
FFG
1706
Frisch Financial Group
New York
$231K +$1.46K +8 +0.6%
FNC
1707
First National Corp
Massachusetts
$230K -$1.64K -9 -0.6%
EWA
1708
ERTS Wealth Advisors
Michigan
$230K – – –
NJBEST
1709
New Jersey Better Educational Savings Trust
New Jersey
$230K – – –
WSCM
1710
Wellington Shields Capital Management
New York
$230K – – –
AA
1711
Alta Advisers
United Kingdom
$230K +$256K +1,400 New
CFA
1712
Compass Financial Advisors
Indiana
$229K +$9.32K +51 +4%
FPGK
1713
Financial Partners Group (Kansas)
Kansas
$228K -$9.86K -54 -4%
CA
1714
Cortland Associates
Missouri
$228K – – –
EWA
1715
Exencial Wealth Advisors
Oklahoma
$228K +$3.1K +17 +1%
LMKC
1716
L.M. Kohn & Company
Ohio
$227K -$32.7K -179 -11%
AA
1717
Alesco Advisors
New York
$227K +$253K +1,384 New
AW
1718
Apricus Wealth
South Carolina
$226K – – –
BF
1719
Blankinship & Foster
California
$226K – – –
PAM
1720
Premier Asset Management
Illinois
$226K +$251K +1,375 New
JWM
1721
JGP Wealth Management
Oregon
$225K +$231K +1,267 New
NFG
1722
Nadler Financial Group
Illinois
$224K – – –
HGERS
1723
Householder Group Estate & Retirement Specialist
Arizona
$223K +$25.2K +138 +11%
EFSCE
1724
Enterprise Financial Services Corp (EFSC)
Missouri
$222K -$1.83K -10 -0.7%
IIC
1725
Integrated Investment Consultants
Michigan
$221K -$14.1K -77 -5%
67 68
69
70 71