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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2226
Sterling Financial Planning
New Jersey
– -$182K -950 Closed
NEAM
2227
New England Asset Management
Connecticut
– -$181K -944 Closed
CDIA
2228
Capital Directions Investment Advisors
Georgia
– -$178K -928 Closed
PWM
2229
Prentice Wealth Management
New York
– -$169K -879 Closed
Q
2230
QVR
California
– -$158K -821 Closed
AL
2231
ADE LLC
Maryland
– -$116K -606 Closed
JPLA
2232
Joseph P. Lucia & Associates
New York
– -$81K -419 Closed
LWM
2233
Liberty Wealth Management
California
– -$77K -396 Closed
PWA
2234
Phoenix Wealth Advisors
North Carolina
– -$70K -364 Closed
APWA
2235
Atlas Private Wealth Advisors
New Jersey
– -$52K -272 Closed
CPC
2236
Consolidated Planning Corp
Georgia
– -$52K -270 Closed
CAGAS
2237
Capital Advisory Group Advisory Services
Minnesota
– -$38K -200 Closed
SAI
2238
Systematic Alpha Investments
New Jersey
– -$32K -157 Closed
IWA
2239
IBEX Wealth Advisors
New Jersey
– -$28K -145 Closed
DFCM
2240
Dark Forest Capital Management
Puerto Rico
– -$24K -125 Closed
RA
2241
Resolute Advisors
California
– -$23K -122 Closed
FCM
2242
Firestone Capital Management
Florida
– -$23K -105 Closed
EWA
2243
Evolution Wealth Advisors
Florida
– -$15K -78 Closed
TLFA
2244
True Link Financial Advisors
California
– -$12K -68 Closed
GCM
2245
Gladius Capital Management
Illinois
– -$10.5K -52 Closed
CCM
2246
Carderock Capital Management
Maryland
– -$10K -50 Closed
IF
2247
Ironwood Financial
Arizona
– -$6K -33 Closed
GPA
2248
Guidance Point Advisors
Massachusetts
– -$5K -27 Closed
CWM
2249
Cranbrook Wealth Management
Michigan
– -$5K -25 Closed
BMD
2250
Better Money Decisions
New Mexico
– -$4K -21 Closed
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