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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
601
Wealthspire Advisors (New York)
New York
$437K +$504K +3,230 New
CWM
602
Concentric Wealth Management
California
$433K -$15.6K -100 -3%
SCA
603
Snowden Capital Advisors
New York
$424K -$188K -1,203 -28%
AF
604
Advisornet Financial
Minnesota
$420K +$9.82K +63 +2%
TIA
605
Tiemann Investment Advisors
California
$418K -$6.55K -42 -1%
WB
606
WesBanco Bank
West Virginia
$417K -$33.8K -217 -7%
EC
607
Estate Counselors
Wisconsin
$417K +$480K +3,080 New
OFS
608
OneAscent Financial Services
Alabama
$416K -$65.8K -422 -12%
ANBT
609
American National Bank & Trust
Texas
$415K +$431K +2,765 +922%
RT
610
Rockland Trust
Massachusetts
$414K -$200K -1,283 -30%
TPCW
611
TD Private Client Wealth
New York
$414K +$369K +2,367 +343%
GHA
612
GW Henssler & Associates
Georgia
$413K -$93.2K -598 -16%
WWM
613
Windsor Wealth Management
Indiana
$408K +$471K +3,018 New
OPPTF
614
OPSEU Pension Plan Trust Fund
Ontario, Canada
$408K +$492K +3,154 New
EWM
615
Empirical Wealth Management
Washington
$405K +$105K +676 +29%
BCM
616
Brooktree Capital Management
Michigan
$403K -$41.9K -269 -8%
FLPIM
617
F.L. Putnam Investment Management
Massachusetts
$403K +$19.3K +124 +4%
KIC
618
Keating Investment Counselors
Florida
$401K -$429K -2,750 -48%
GPA
619
Garrison Point Advisors
California
$401K -$19.5K -125 -4%
CT
620
Columbia Trust
Oregon
$396K +$86.5K +555 +23%
TYCC
621
Texas Yale Capital Corp
Florida
$392K – – –
AI
622
ArchPoint Investors
Florida
$392K +$249K +1,600 +123%
PCA
623
Peddock Capital Advisors
Massachusetts
$388K +$10.6K +68 +2%
GIA
624
Guyasuta Investment Advisors
Pennsylvania
$387K +$5.92K +38 +1%
AAM
625
Autus Asset Management
Arizona
$383K – – –
23 24
25
26 27