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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
3001
Capital Market Strategies
Florida
– -$240K -661 Closed
KCP
3002
Kera Capital Partners
California
– -$236K -650 Closed
PCM
3003
Prelude Capital Management
New York
– -$236K -650 Closed
SCA
3004
Sulzberger Capital Advisors
Florida
– -$236K -650 Closed
ACP
3005
Aviance Capital Partners
Florida
– -$235K -648 Closed
EFL
3006
ERn Financial LLC
Wisconsin
– -$234K -645 Closed
ACP
3007
Aveo Capital Partners
Colorado
– -$227K -625 Closed
MW
3008
Maia Wealth
Colorado
– -$247K -625 Closed
SFS
3009
Strategic Financial Services
New York
– -$223K -615 Closed
PPC
3010
Pennington Partners & Co
Maryland
– -$223K -614 Closed
MFWP
3011
Mosaic Family Wealth Partners
Missouri
– -$222K -611 Closed
SP
3012
Symmetry Partners
Connecticut
– -$221K -610 Closed
SWP
3013
Significant Wealth Partners
Illinois
– -$221K -609 Closed
TM
3014
TigerOak Management
New Mexico
– -$220K -606 Closed
UAM
3015
Unison Asset Management
Florida
– -$220K -606 Closed
EMAM
3016
Encompass More Asset Management
California
– -$220K -605 Closed
VAS
3017
Vestmark Advisory Solutions
Massachusetts
– -$219K -604 Closed
LWM
3018
LongView Wealth Management
Georgia
– -$218K -602 Closed
BRWM
3019
Blue Rock Wealth Management
North Carolina
– -$218K -600 Closed
SGAM
3020
Smith Group Asset Management
Texas
– -$218K -600 Closed
TWM
3021
Tolleson Wealth Management
Texas
– -$218K -600 Closed
WRM
3022
Weybosset Research & Management
Rhode Island
– -$218K -600 Closed
GWM
3023
GK Wealth Management
Nevada
– -$217K -598 Closed
PFG
3024
PAX Financial Group
Texas
– -$217K -598 Closed
CFO
3025
Collective Family Office
Pennsylvania
– -$216K -596 Closed
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121
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