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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
526
Stonehage Fleming Financial Services
Jersey
$471K +$414K +4,285 New
EI
527
EDMP Inc
Florida
$465K +$74.2K +767 +22%
V
528
Veritable
Delaware
$463K -$91.9K -951 -18%
GA
529
Geneva Advisors
Illinois
$463K +$9.57K +99 +2%
CCM
530
Chilton Capital Management
Texas
$459K -$132K -1,370 -25%
LCS
531
Levin Capital Strategies
New York
$450K – – –
SFWA
532
Summit Financial Wealth Advisors
Louisiana
$445K -$31.8K -329 -8%
LNWWM
533
Laird Norton Wetherby Wealth Management
California
$444K +$390K +4,034 New
CCMINC
534
Cardinal Capital Management Inc (North Carolina)
North Carolina
$438K – – –
AI
535
Atria Investments
North Carolina
$436K +$384K +3,968 New
AIM
536
Anchor Investment Management
South Carolina
$435K +$383K +3,960 New
RWA
537
River Wealth Advisors
Pennsylvania
$435K -$34.8K -360 -8%
CC
538
ClearArc Capital
Ohio
$434K -$7.64K -79 -2%
BAM
539
Burnham Asset Management
New York
$433K -$7.25K -75 -2%
FCI
540
Financial Counselors Inc
Kansas
$429K -$26.2K -271 -6%
PWMAG
541
Pinnacle Wealth Management Advisory Group
New Jersey
$426K +$73K +755 +24%
CA
542
Cambridge Advisors
Nebraska
$418K +$48.8K +505 +15%
MHI
543
Miller Howard Investments
New York
$416K -$34.4K -356 -9%
MIS
544
Morningstar Investment Services
Illinois
$415K +$139K +1,433 +61%
ATC
545
Adirondack Trust Company
New York
$414K -$2.9K -30 -0.8%
NPC
546
National Planning Corporation
California
$407K -$110K -1,142 -24%
RBC
547
Ronald Blue & Co
Georgia
$407K +$10.1K +104 +3%
MSV
548
MN Services Vermogensbeheer
Netherlands
$406K +$407K +4,206 New
MWM
549
Mission Wealth Management
California
$404K – – –
AT
550
Arden Trust
Delaware
$403K -$187K -1,930 -34%
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