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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3126
Fonville Wealth Management
Virginia
– -$206K -527 Closed
VC
3127
Vicus Capital
Pennsylvania
– -$206K -527 Closed
CFG
3128
Clayton Financial Group
Missouri
– -$205K -525 Closed
LT
3129
Legacy Trust
Michigan
– -$205K -525 Closed
MWA
3130
MN Wealth Advisors
Kansas
– -$205K -524 Closed
PWM
3131
Penobscot Wealth Management
Maine
– -$205K -524 Closed
FAFN
3132
First Affirmative Financial Network
Colorado
– -$204K -522 Closed
JBA
3133
Johnson Bixby & Associates
Washington
– -$204K -521 Closed
SNBOSD
3134
Security National Bank of So Dak
Iowa
– -$203K -520 Closed
FSA
3135
Financial Security Advisor
Virginia
– -$203K -518 Closed
MAG
3136
M3 Advisory Group
Massachusetts
– -$203K -518 Closed
TW
3137
Towerpoint Wealth
California
– -$202K -517 Closed
WSFG
3138
Wall Street Financial Group
Illinois
– -$202K -517 Closed
ACC
3139
Acorn Creek Capital
Colorado
– -$201K -515 Closed
SFCL
3140
Strengthening Families & Communities LLC
Massachusetts
– -$201K -514 Closed
CIC
3141
Chilton Investment Company
Connecticut
– -$201K -513 Closed
MAC
3142
Mason & Associates (California)
California
– -$201K -513 Closed
VBWMG
3143
Von Berge Wealth Management Group
California
– -$208K -500 Closed
MFA
3144
McClarren Financial Advisors
Pennsylvania
– -$92 -393 Closed
MRC
3145
Millburn Ridgefield Corp
New York
– -$139K -356 Closed
RWM
3146
Reston Wealth Management
Virginia
– -$123K -313 Closed
HGA
3147
Hobbs Group Advisors
South Carolina
– -$110K -280 Closed
PCA
3148
Providence Capital Advisors
North Carolina
– -$101K -258 Closed
WPWM
3149
Western Pacific Wealth Management
Illinois
– -$82.5K -211 Closed
IAS
3150
IMA Advisory Services
Colorado
– -$56.7K -145 Closed
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