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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1726
HBC Financial Services
Washington
– -$7K -384 Closed
RDWM
1727
Red Door Wealth Management
Tennessee
– -$47K -375 Closed
KWM
1728
Keebeck Wealth Management
Illinois
– -$47K -372 Closed
WFMPM
1729
Woodley Farra Manion Portfolio Management
Indiana
– -$46K -366 Closed
JPLA
1730
Joseph P. Lucia & Associates
New York
– -$34K -269 Closed
FWM
1731
FSA Wealth Management
Massachusetts
– -$34K -267 Closed
MA
1732
Modus Advisors
Minnesota
– -$33K -263 Closed
DIG
1733
DeepCurrents Investment Group
New York
– -$29K -233 Closed
PWP
1734
Principle Wealth Partners
Connecticut
– -$29K -228 Closed
ACA
1735
Atlas Capital Advisors
Wyoming
– -$27.5K -217 Closed
TFA
1736
Transamerica Financial Advisors
Florida
– -$22K -173 Closed
EWP
1737
Engrave Wealth Partners
Texas
– -$21K -172 Closed
AWM
1738
Apollon Wealth Management
South Carolina
– -$18K -146 Closed
FA
1739
Financial Advantage
Maryland
– -$16K -133 Closed
BWFA
1740
Baltimore-Washington Financial Advisors
Maryland
– -$229K -114 Closed
BSAM
1741
Blue Square Asset Management
New York
– -$13K -100 Closed
CWM
1742
Campbell Wealth Management
Virginia
– -$13K -100 Closed
MS
1743
Mizuho Securities
Japan
– -$6K -50 Closed
HFA
1744
Hoover Financial Advisors
Pennsylvania
– -$4K -30 Closed
IWP
1745
IAG Wealth Partners
Wisconsin
– -$4K -27 Closed
FCAS
1746
First Command Advisory Services
Texas
– -$3K -20 Closed
CCM
1747
Cribstone Capital Management
Maine
– -$2K -16 Closed
HGWM
1748
Harvest Group Wealth Management
Massachusetts
– -$1K -15 Closed
WAS
1749
Winch Advisory Services
Wisconsin
– +$140 +1 New
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