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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
626
Texas Yale Capital Corp
Florida
$502K – – –
EHC
627
Everett Harris & Co
California
$502K +$463K +2,900 New
EFS
628
Essex Financial Services
Connecticut
$501K -$104K -653 -18%
PCA
629
Peddock Capital Advisors
Massachusetts
$496K -$799 -5 -0.2%
WB
630
WesBanco Bank
West Virginia
$490K -$40.3K -252 -8%
AAM
631
Autus Asset Management
Arizona
$490K – – –
TAM
632
Tocqueville Asset Management
New York
$485K +$47K +294 +12%
EWM
633
Evercore Wealth Management
New York
$484K +$11.3K +71 +3%
QI
634
Qtron Investments
Massachusetts
$484K +$447K +2,794 New
WEC
635
Winslow Evans & Crocker
Massachusetts
$483K +$15.8K +99 +4%
SWP
636
Stratos Wealth Partners
Ohio
$474K -$248K -1,550 -36%
WWM
637
Windsor Wealth Management
Indiana
$474K -$45.1K -282 -9%
MFG
638
Magnus Financial Group
New York
$472K -$7.35K -46 -2%
BCM
639
Brooktree Capital Management
Michigan
$470K -$42.2K -264 -9%
SC
640
Savant Capital
Illinois
$468K +$137K +855 +46%
PCS
641
Personal CFO Solutions
New Jersey
$464K +$26.2K +164 +7%
FFN
642
Focus Financial Network
Minnesota
$464K +$28K +175 +7%
MCM
643
Mengis Capital Management
Oregon
$459K – – –
NA
644
NewEdge Advisors
Louisiana
$457K -$94.9K -594 -18%
AWP
645
Ascent Wealth Partners
New York
$455K -$12.9K -81 -3%
VWM
646
Venturi Wealth Management
Texas
$455K +$419K +2,625 New
MFG
647
MidWestOne Financial Group
Iowa
$454K – – –
IFWM
648
Institute for Wealth Management
Colorado
$450K +$1.44K +9 +0.3%
LAM
649
Lingohr Asset Management
Germany
$448K -$28.4K -178 -7%
OPS
650
Orion Portfolio Solutions
Nebraska
$445K +$237K +1,485 +137%
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