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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
2251
Castle Rock Wealth Management
California
– -$291K -1,356 Closed
EA
2252
Eudaimonia Advisors
Tennessee
– -$277K -1,341 Closed
CA
2253
Calton & Associates
Florida
– -$272K -1,318 Closed
NAMP
2254
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$269K -1,300 Closed
PCM
2255
Prelude Capital Management
New York
– -$272K -1,297 Closed
GTCM
2256
Gyon Technologies Capital Management
New Jersey
– -$264K -1,276 Closed
SAS
2257
Stelac Advisory Services
New York
– -$255K -1,234 Closed
DA
2258
DCM Advisors
New York
– -$254K -1,225 Closed
CWM
2259
Chemistry Wealth Management
New York
– -$252K -1,220 Closed
OR
2260
Olympiad Research
Connecticut
– -$240K -1,160 Closed
BCM
2261
BlueCrest Capital Management
Jersey
– -$239K -1,154 Closed
CG
2262
CFO4Life Group
Texas
– -$238K -1,153 Closed
CWMGP
2263
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$232K -1,120 Closed
EBSAM
2264
Eubel Brady & Suttman Asset Management
Ohio
– -$232K -1,120 Closed
RFN
2265
RDA Financial Network
Iowa
– -$228K -1,103 Closed
VF
2266
Vista Finance
Missouri
– -$224K -1,086 Closed
MIS
2267
Morningstar Investment Services
Illinois
– -$222K -1,076 Closed
PRWA
2268
Platte River Wealth Advisors
Colorado
– -$235K -1,070 Closed
AW
2269
ACG Wealth
Georgia
– -$218K -1,057 Closed
MSFS
2270
Main Street Financial Solutions
Pennsylvania
– -$212K -1,025 Closed
AAM
2271
Azzad Asset Management
Virginia
– -$207K -1,000 Closed
AG
2272
Ascent Group
Virginia
– -$210K -979 Closed
AFA
2273
Arlington Financial Advisors
California
– -$202K -975 Closed
TWP
2274
Tower Wealth Partners
Pennsylvania
– -$202K -975 Closed
PTC
2275
Petrus Trust Company
Texas
– -$200K -968 Closed
89 90
91
92 93