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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3051
Carson Advisory
Georgia
– -$991K -2,535 Closed
MIS
3052
Morningstar Investment Services
Illinois
– -$954K -2,439 Closed
PEA
3053
Park Edge Advisors
Ohio
– -$947K -2,421 Closed
EW
3054
Elyxium Wealth
California
– -$931K -2,381 Closed
BFWM
3055
Bright Futures Wealth Management
New York
– -$877K -2,313 Closed
LAM
3056
Lingohr Asset Management
Germany
– -$842K -2,160 Closed
DFCM
3057
Dark Forest Capital Management
Puerto Rico
– -$778K -1,988 Closed
CIM
3058
Chiron Investment Management
New York
– -$681K -1,740 Closed
SFG
3059
Sunburst Financial Group
Alabama
– -$606K -1,549 Closed
ACM
3060
AlphaStar Capital Management
North Carolina
– -$569K -1,454 Closed
HGERS
3061
Householder Group Estate & Retirement Specialist
Arizona
– -$533K -1,364 Closed
CA
3062
Calton & Associates
Florida
– -$507K -1,296 Closed
MC
3063
Machina Capital
France
– -$481K -1,231 Closed
XS
3064
XR Securities
Illinois
– -$466K -1,191 Closed
WMWM
3065
Whitaker-Myers Wealth Managers
Ohio
– -$452K -1,156 Closed
PGIM
3066
Pacific Global Investment Management
California
– -$452K -1,155 Closed
HOWA
3067
Heritage Oak Wealth Advisors
Florida
– -$437K -1,118 Closed
SPWM
3068
Schrum Private Wealth Management
Florida
– -$429K -1,096 Closed
SWM
3069
Selective Wealth Management
Virginia
– -$419K -1,079 Closed
PBO
3070
Peoples Bank (Ohio)
Ohio
– -$418K -1,068 Closed
NAS
3071
NWF Advisory Services
California
– -$413K -1,057 Closed
TPW
3072
Tiller Private Wealth
Pennsylvania
– -$412K -1,054 Closed
MPM
3073
MBB Public Markets
Illinois
– -$352K -900 Closed
GWA
3074
GGM Wealth Advisors
Maryland
– -$346K -885 Closed
PSCM
3075
Per Stirling Capital Management
Texas
– -$341K -871 Closed
121 122
123
124 125