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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
701
Windsor Wealth Management
Indiana
$592K -$6.74K -30 -1%
MCM
702
Mengis Capital Management
Oregon
$591K – – –
ISWM
703
Independent Solutions Wealth Management
New York
$588K -$59.5K -265 -9%
FPF
704
First Pacific Financial
Washington
$580K +$573K +2,553 New
CL
705
CPWM LLC
Washington
$576K +$4.72K +21 +0.8%
TCOV
706
Trust Company of Vermont
Vermont
$576K +$17.3K +77 +3%
FFN
707
Focus Financial Network
Minnesota
$575K -$19.1K -85 -3%
FT
708
Fiduciary Trust
Massachusetts
$572K +$82.2K +366 +17%
MAP
709
Moody Aldrich Partners
Massachusetts
$570K – – –
KFA
710
Krane Funds Advisors
New York
$570K +$142K +631 +34%
TAM
711
Tocqueville Asset Management
New York
$568K -$21.8K -97 -4%
MSRPS
712
Maryland State Retirement & Pension System
Maryland
$567K +$534K +2,378 New
CA
713
Cetera Advisors
Colorado
$566K -$46.5K -207 -8%
IIC
714
Ironwood Investment Counsel
Arizona
$563K +$172K +765 +45%
DT
715
Diversified Trust
Tennessee
$560K – – –
BJL
716
Brighton Jones LLC
Washington
$560K +$3.14K +14 +0.6%
OQS
717
Occudo Quantitative Strategies
Florida
$559K +$553K +2,463 New
MPPLM
718
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$554K +$26K +116 +5%
FA
719
FDx Advisors
Illinois
$554K +$548K +2,439 New
IFWM
720
Institute for Wealth Management
Colorado
$552K -$40K -178 -7%
WCM
721
Whitener Capital Management
North Carolina
$552K +$46.9K +209 +9%
VAS
722
Vestmark Advisory Solutions
Massachusetts
$548K -$24.5K -109 -4%
WT
723
Whittier Trust
California
$547K -$1.35K -6 -0.2%
SC
724
Sepio Capital
Utah
$546K -$530K -2,360 -50%
BHC
725
Bowen Hanes & Co
Florida
$545K – – –
27 28
29
30 31