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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2401
Halbert Hargrove Global Advisors
California
– -$238K -1,041 Closed
CWA
2402
Centennial Wealth Advisory
Michigan
– -$237K -1,035 Closed
AGA
2403
Accuvest Global Advisors
Utah
– -$236K -1,030 Closed
HWM
2404
HFR Wealth Management
New York
– -$229K -1,000 Closed
QFA
2405
Quattro Financial Advisors
Texas
– -$229K -1,000 Closed
PFC
2406
Phocas Financial Corp
California
– -$228K -995 Closed
CTI
2407
Community Trust & Investment
Kentucky
– -$224K -981 Closed
SCP
2408
Shorepoint Capital Partners
Massachusetts
– -$218K -955 Closed
OCM
2409
One Capital Management
California
– -$214K -937 Closed
FIB
2410
First Interstate Bank
Montana
– -$213K -932 Closed
PCH
2411
PGIM Custom Harvest
New Jersey
– -$212K -925 Closed
CG
2412
CFO4Life Group
Texas
– -$208K -910 Closed
OCPWS
2413
One Charles Private Wealth Services
Massachusetts
– -$205K -897 Closed
JE
2414
JMAC Enterprises
Pennsylvania
– -$200K -875 Closed
ST
2415
Sageworth Trust
Pennsylvania
– -$172K -750 Closed
ONST
2416
Old North State Trust
North Carolina
– -$105K -460 Closed
EI
2417
Ellevest Inc
New York
– -$84.9K -371 Closed
KI
2418
Kapitalo Investimentos
Brazil
– -$83.3K -364 Closed
SIS
2419
Strategic Investment Solutions
Illinois
– -$73.4K -321 Closed
HT
2420
Headlands Technologies
Illinois
– -$62.9K -275 Closed
FCG
2421
Financial Connections Group
California
– -$47K -207 Closed
MWC
2422
MBM Wealth Consultants
Missouri
– -$40K -176 Closed
KHC
2423
Koesten Hirschmann & Crabtree
Kansas
– -$37.1K -162 Closed
MIA
2424
Milestone Investment Advisors
Wisconsin
– -$36.6K -160 Closed
PCM
2425
Pointe Capital Management
Michigan
– -$36.6K -160 Closed
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