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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
2226
New England Asset Management
Connecticut
– -$181K -944 Closed
CDIA
2227
Capital Directions Investment Advisors
Georgia
– -$178K -928 Closed
PWM
2228
Prentice Wealth Management
New York
– -$169K -879 Closed
Q
2229
QVR
California
– -$158K -821 Closed
AL
2230
ADE LLC
Maryland
– -$116K -606 Closed
JPLA
2231
Joseph P. Lucia & Associates
New York
– -$81K -419 Closed
LWM
2232
Liberty Wealth Management
California
– -$77K -396 Closed
PWA
2233
Phoenix Wealth Advisors
North Carolina
– -$70K -364 Closed
APWA
2234
Atlas Private Wealth Advisors
New Jersey
– -$52K -272 Closed
CPC
2235
Consolidated Planning Corp
Georgia
– -$52K -270 Closed
CAGAS
2236
Capital Advisory Group Advisory Services
Minnesota
– -$38K -200 Closed
SAI
2237
Systematic Alpha Investments
New Jersey
– -$32K -157 Closed
IWA
2238
IBEX Wealth Advisors
New Jersey
– -$28K -145 Closed
DFCM
2239
Dark Forest Capital Management
Puerto Rico
– -$24K -125 Closed
RA
2240
Resolute Advisors
California
– -$23K -122 Closed
FCM
2241
Firestone Capital Management
Florida
– -$23K -105 Closed
EWA
2242
Evolution Wealth Advisors
Florida
– -$15K -78 Closed
TLFA
2243
True Link Financial Advisors
California
– -$12K -68 Closed
GCM
2244
Gladius Capital Management
Illinois
– -$10.5K -52 Closed
CCM
2245
Carderock Capital Management
Maryland
– -$10K -50 Closed
IF
2246
Ironwood Financial
Arizona
– -$6K -33 Closed
GPA
2247
Guidance Point Advisors
Massachusetts
– -$5K -27 Closed
CWM
2248
Cranbrook Wealth Management
Michigan
– -$5K -25 Closed
BMD
2249
Better Money Decisions
New Mexico
– -$4K -21 Closed
CI
2250
Cordant Inc
Oregon
– -$4K -19 Closed
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