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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
3076
S.E.E.D. Planning Group
New York
– -$336K -860 Closed
SFP
3077
Sterling Financial Planning
New Jersey
– -$329K -841 Closed
MC
3078
Middleton & Co
Massachusetts
– -$329K -840 Closed
CAM
3079
Clark Asset Management
New Hampshire
– -$317K -811 Closed
VI
3080
Versor Investments
New York
– -$313K -800 Closed
KOC
3081
Koss-Olinger Consulting
Florida
– -$304K -778 Closed
BIM
3082
Barton Investment Management
Pennsylvania
– -$295K -753 Closed
EI
3083
EDMP Inc
Florida
– -$289K -738 Closed
BSTWA
3084
Blake Schutter Theil Wealth Advisors
Ohio
– -$282K -720 Closed
KCM
3085
Kendall Capital Management
Maryland
– -$279K -714 Closed
WC
3086
Whitney & Co
New York
– -$269K -687 Closed
WJA
3087
Willis Johnson & Associates
Texas
– -$260K -665 Closed
OAS
3088
Optivise Advisory Services
Tennessee
– -$254K -651 Closed
LIG
3089
Lokken Investment Group
Delaware
– -$253K -647 Closed
SFC
3090
Swisher Financial Concepts
Ohio
– -$251K -643 Closed
LFG
3091
Lazard Frères Gestion
France
– -$246K -630 Closed
GWWM
3092
Great Waters Wealth Management
Minnesota
– -$236K -604 Closed
CAS
3093
CTC Alternative Strategies
Illinois
– -$235K -601 Closed
BA
3094
Baugh & Associates
Georgia
– -$235K -600 Closed
CM
3095
Crestline Management
Texas
– -$235K -600 Closed
VW
3096
Vantage Wealth
California
– -$235K -600 Closed
AFG
3097
Altiora Financial Group
Ohio
– -$234K -598 Closed
CF
3098
Clarity Financial
Texas
– -$234K -597 Closed
IDA
3099
Intelligence Driven Advisers
California
– -$232K -593 Closed
FWM
3100
ForthRight Wealth Management
Georgia
– -$228K -584 Closed
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124
125 126