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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
651
AGF Investments LLC
Ontario, Canada
$775K +$204K +897 +34%
SOAMC
652
Spirit of America Management Corp
New York
$774K – – –
EBWM
653
Eagle Bluffs Wealth Management
Missouri
$774K +$808K +3,548 New
ZCA
654
Zeke Capital Advisors
Pennsylvania
$773K +$94.6K +415 +13%
AP
655
Advisor Partners
California
$772K -$162K -713 -17%
BAM
656
Belpointe Asset Management
Nevada
$771K +$29.6K +130 +4%
CT
657
Coastline Trust
Rhode Island
$768K +$6.83K +30 +0.9%
SW
658
SVB Wealth
Massachusetts
$764K -$1.06M -4,663 -57%
OPS
659
Orion Portfolio Solutions
Nebraska
$764K +$18.7K +82 +2%
DL
660
DOHJ LLC
Washington
$763K -$25.5K -112 -3%
ANRIA
661
American National Registered Investment Advisor
Texas
$760K – – –
RIM
662
Redpoint Investment Management
Australia
$759K – – –
KPWS
663
Kestra Private Wealth Services
Texas
$757K -$684 -3 -0.1%
CM
664
Castleark Management
Illinois
$755K +$319K +1,400 +68%
FPF
665
First Pacific Financial
Washington
$750K +$39.4K +173 +5%
BHBT
666
Burke & Herbert Bank & Trust
Virginia
$747K -$1.82K -8 -0.2%
TCOV
667
Trust Company of Vermont
Vermont
$744K +$44.4K +195 +6%
IEFM
668
IQ EQ Fund Management
Ireland
$740K -$528K -2,319 -41%
CA
669
Cetera Advisors
Colorado
$739K -$55.8K -245 -7%
AUB
670
Atlantic Union Bankshares
Virginia
$738K -$12.5K -55 -2%
SC
671
Savant Capital
Illinois
$735K -$21.2K -93 -3%
RIA
672
Realta Investment Advisors
Delaware
$731K -$22.6K -99 -3%
NL
673
NWAM LLC
Washington
$726K -$1.15M -5,050 -60%
FFN
674
Focus Financial Network
Minnesota
$725K +$48.1K +211 +7%
WR
675
WD Rutherford
Oregon
$725K -$11.4K -50 -1%
25 26
27
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