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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3076
Clark Asset Management
New Hampshire
– -$317K -811 Closed
VI
3077
Versor Investments
New York
– -$313K -800 Closed
KOC
3078
Koss-Olinger Consulting
Florida
– -$304K -778 Closed
BIM
3079
Barton Investment Management
Pennsylvania
– -$295K -753 Closed
EI
3080
EDMP Inc
Florida
– -$289K -738 Closed
BSTWA
3081
Blake Schutter Theil Wealth Advisors
Ohio
– -$282K -720 Closed
KCM
3082
Kendall Capital Management
Maryland
– -$279K -714 Closed
WC
3083
Whitney & Co
New York
– -$269K -687 Closed
WJA
3084
Willis Johnson & Associates
Texas
– -$260K -665 Closed
OAS
3085
Optivise Advisory Services
Tennessee
– -$254K -651 Closed
LIG
3086
Lokken Investment Group
Delaware
– -$253K -647 Closed
SFC
3087
Swisher Financial Concepts
Ohio
– -$251K -643 Closed
LFG
3088
Lazard Frères Gestion
France
– -$246K -630 Closed
GWWM
3089
Great Waters Wealth Management
Minnesota
– -$236K -604 Closed
CAS
3090
CTC Alternative Strategies
Illinois
– -$235K -601 Closed
BA
3091
Baugh & Associates
Georgia
– -$235K -600 Closed
CM
3092
Crestline Management
Texas
– -$235K -600 Closed
VW
3093
Vantage Wealth
California
– -$235K -600 Closed
AFG
3094
Altiora Financial Group
Ohio
– -$234K -598 Closed
CF
3095
Clarity Financial
Texas
– -$234K -597 Closed
IDA
3096
Intelligence Driven Advisers
California
– -$232K -593 Closed
FWM
3097
ForthRight Wealth Management
Georgia
– -$228K -584 Closed
ZIMP
3098
Zimmermann Investment Management & Planning
Pennsylvania
– -$224K -573 Closed
RIS
3099
Retirement Income Solutions
Michigan
– -$221K -566 Closed
SDH
3100
Sloy Dahl & Holst
Washington
– -$221K -566 Closed
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124
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