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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
3226
Bravias Capital Group
New Jersey
– -$276K -710 Closed
KIA
3227
Knollwood Investment Advisory
Maryland
– -$272K -700 Closed
KWM
3228
Kiker Wealth Management
Georgia
– -$270K -696 Closed
AIMA
3229
Ables Iannone Moore & Associates
Georgia
– -$269K -692 Closed
GWA
3230
Gibson Wealth Advisors
Texas
– -$260K -670 Closed
CWM
3231
CCG Wealth Management
California
– -$259K -667 Closed
HWP
3232
Hibernia Wealth Partners
Louisiana
– -$256K -661 Closed
OF
3233
Optimize Financial
California
– -$250K -644 Closed
CFG
3234
Carter Financial Group
Illinois
– -$247K -637 Closed
HFRG
3235
Houlihan Financial Resource Group
Virginia
– -$264K -629 Closed
PWAC
3236
Private Wealth Advisors (California)
California
– -$237K -611 Closed
SG
3237
Sharper & Granite
California
– -$239K -600 Closed
BWM
3238
BCO Wealth Management
New Mexico
– -$230K -592 Closed
NRW
3239
Nova R Wealth
Kansas
– -$226K -583 Closed
CFO
3240
Collective Family Office
Pennsylvania
– -$215K -555 Closed
RFN
3241
RDA Financial Network
Iowa
– -$215K -555 Closed
SHFA
3242
SC&H Financial Advisors
Maryland
– -$208K -536 Closed
SFC
3243
Swisher Financial Concepts
Ohio
– -$205K -528 Closed
PSFG
3244
Park Square Financial Group
Georgia
– -$202K -520 Closed
AWA
3245
Amplius Wealth Advisors
Pennsylvania
– -$200K -516 Closed
VBWMG
3246
Von Berge Wealth Management Group
California
– -$209K -500 Closed
EC
3247
Elequin Capital
New York
– -$189K -487 Closed
BFP
3248
Briaud Financial Planning
Texas
– -$173K -446 Closed
GWM
3249
Gitterman Wealth Management
New Jersey
– -$137K -354 Closed
TPWA
3250
Twin Peaks Wealth Advisors
California
– -$144K -348 Closed
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