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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
3226
Two Sigma Securities
New York
– -$304K -784 Closed
SGI
3227
Swan Global Investments
Colorado
– -$299K -770 Closed
MPM
3228
MBB Public Markets
Illinois
– -$295K -760 Closed
BWG
3229
Berry Wealth Group
Texas
– -$292K -752 Closed
GLAM
3230
Gardner Lewis Asset Management
Pennsylvania
– -$292K -752 Closed
BCG
3231
Bravias Capital Group
New Jersey
– -$276K -710 Closed
KIA
3232
Knollwood Investment Advisory
Maryland
– -$272K -700 Closed
KWM
3233
Kiker Wealth Management
Georgia
– -$270K -696 Closed
AIMA
3234
Ables Iannone Moore & Associates
Georgia
– -$269K -692 Closed
GWA
3235
Gibson Wealth Advisors
Texas
– -$260K -670 Closed
CWM
3236
CCG Wealth Management
California
– -$259K -667 Closed
HWP
3237
Hibernia Wealth Partners
Louisiana
– -$256K -661 Closed
OF
3238
Optimize Financial
California
– -$250K -644 Closed
CFG
3239
Carter Financial Group
Illinois
– -$247K -637 Closed
HFRG
3240
Houlihan Financial Resource Group
Virginia
– -$264K -629 Closed
PWAC
3241
Private Wealth Advisors (California)
California
– -$237K -611 Closed
SG
3242
Sharper & Granite
California
– -$239K -600 Closed
BWM
3243
BCO Wealth Management
New Mexico
– -$230K -592 Closed
NRW
3244
Nova R Wealth
Kansas
– -$226K -583 Closed
CFO
3245
Collective Family Office
Pennsylvania
– -$215K -555 Closed
RFN
3246
RDA Financial Network
Iowa
– -$215K -555 Closed
SHFA
3247
SC&H Financial Advisors
Maryland
– -$208K -536 Closed
SFC
3248
Swisher Financial Concepts
Ohio
– -$205K -528 Closed
PSFG
3249
Park Square Financial Group
Georgia
– -$202K -520 Closed
AWA
3250
Amplius Wealth Advisors
Pennsylvania
– -$200K -516 Closed
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