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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NHC
751
Nicholas Hoffman & Company
Georgia
$4.03M +$326K +915 +8%
MA
752
Modus Advisors
Minnesota
$3.98M -$21K -59 -0.5%
VIP
753
Vista Investment Partners
Oklahoma
$3.98M -$48.1K -135 -1%
Envestnet Portfolio Solutions
754
Envestnet Portfolio Solutions
Illinois
$3.95M -$974K -2,733 -19%
NHT
755
New Hampshire Trust
New Hampshire
$3.95M -$30.6K -86 -0.7%
TCOV
756
Trust Company of Vermont
Vermont
$3.94M -$120K -338 -3%
S
757
SignatureFD
Georgia
$3.94M +$87.3K +245 +2%
ACL
758
Applied Capital LLC
Florida
$3.93M -$156K -438 -4%
FFA
759
Farther Finance Advisors
California
$3.91M +$1.24M +3,481 +42%
TFA
760
Teamwork Financial Advisors
Texas
$3.9M -$728K -2,045 -15%
ACIM
761
Azimuth Capital Investment Management
Michigan
$3.89M -$183K -515 -4%
ACM
762
Argyle Capital Management
Pennsylvania
$3.88M +$74.8K +210 +2%
NSIM
763
North Star Investment Management
Illinois
$3.88M -$195K -547 -4%
RCM
764
Regency Capital Management
Hawaii
$3.88M +$36K +101 +0.9%
QCG
765
Quadrant Capital Group
Ohio
$3.87M +$1.8M +5,065 +76%
JPMIA
766
J.P. Marvel Investment Advisors
Massachusetts
$3.87M -$218K -613 -5%
RBI
767
Raiffeisen Bank International
Austria
$3.87M +$1M +2,808 +31%
SVWAG
768
Sound View Wealth Advisors Group
Georgia
$3.86M -$75.5K -212 -2%
MCM
769
MV Capital Management
Maryland
$3.86M +$254K +713 +6%
PA
770
Procyon Advisors
Connecticut
$3.84M +$59.5K +167 +1%
IWM
771
IHT Wealth Management
Illinois
$3.84M +$605K +1,699 +17%
PT
772
Plimoth Trust
Massachusetts
$3.82M -$333K -934 -7%
HCM
773
Hudson Capital Management
New Jersey
$3.81M +$232K +652 +6%
NAMA
774
Nikko Asset Management Americas
New York
$3.81M -$284K -796 -6%
TCOT
775
Trust Company of Toledo
Ohio
$3.79M – – –