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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
2751
Glassman Wealth Services
Virginia
– -$555K -1,878 Closed
AI
2752
AdvisorShares Investments
Maryland
– -$497K -1,680 Closed
CA
2753
CapWealth Advisors
Tennessee
– -$456K -1,542 Closed
LIM
2754
Longfellow Investment Management
Massachusetts
– -$441K -1,490 Closed
SIAG
2755
Signet Investment Advisory Group
Rhode Island
– -$423K -1,430 Closed
EFH
2756
Eaton Financial Holdings
Florida
– -$420K -1,420 Closed
FA
2757
FDx Advisors
Illinois
– -$403K -1,363 Closed
AFA
2758
Arlington Financial Advisors
California
– -$395K -1,336 Closed
AFAS
2759
Acorn Financial Advisory Services
Virginia
– -$382K -1,296 Closed
WC
2760
Waterloo Capital
Texas
– -$355K -1,202 Closed
ICA
2761
Infrastructure Capital Advisors
New York
– -$345K -1,168 Closed
LWM
2762
Laidlaw Wealth Management
New York
– -$344K -1,164 Closed
CF
2763
Copperwynd Financial
Arizona
– -$343K -1,161 Closed
KA
2764
Kure Advisory
Minnesota
– -$332K -1,124 Closed
CAM
2765
CenterStar Asset Management
Illinois
– -$310K -1,050 Closed
RBCM
2766
Raub Brock Capital Management
California
– -$309K -1,045 Closed
LT
2767
Legacy Trust
Michigan
– -$296K -1,001 Closed
SG
2768
Somerset Group
Minnesota
– -$296K -1,000 Closed
CC
2769
Centiva Capital
New York
– -$293K -990 Closed
TCMP
2770
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$286K -968 Closed
A
2771
AlphaQuest
New York
– -$278K -941 Closed
ORAM
2772
One River Asset Management
Connecticut
– -$270K -914 Closed
AWM
2773
Act Wealth Management
Texas
– -$259K -877 Closed
TCM
2774
Triumph Capital Management
Colorado
– -$256K -864 Closed
CCM
2775
Carlson Capital Management
Minnesota
– -$238K -804 Closed
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