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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
701
JB Capital
Connecticut
$639K +$667K +2,847 New
MCA
702
Morris Capital Advisors
Pennsylvania
$634K -$49.9K -213 -7%
SBF
703
Sara-Bay Financial
Florida
$632K – – –
MA
704
MONECO Advisors
Connecticut
$631K +$58.4K +249 +10%
AAS
705
Avantax Advisory Services
Texas
$626K +$39.1K +167 +6%
WFMPM
706
Woodley Farra Manion Portfolio Management
Indiana
$619K +$17.6K +75 +3%
RMC
707
Resources Management Corp
Connecticut
$615K +$130K +556 +25%
MWM
708
Meridian Wealth Management
Kentucky
$611K +$79.4K +339 +14%
DCM
709
Dupont Capital Management
Delaware
$609K -$506K -2,157 -44%
FA
710
FDx Advisors
Illinois
$603K -$53.7K -229 -8%
MPPLM
711
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$603K +$18.3K +78 +3%
IAIM
712
International Assets Investment Management
Florida
$598K +$75.7K +323 +14%
AIL
713
AGF Investments LLC
Ontario, Canada
$596K +$56.7K +242 +10%
CF
714
Copperwynd Financial
Arizona
$594K +$14.1K +60 +2%
RT
715
Rockland Trust
Massachusetts
$592K -$2.11K -9 -0.3%
STAS
716
Strong Tower Advisory Services
Minnesota
$591K +$598K +2,551 New
MFG
717
MidWestOne Financial Group
Iowa
$589K – – –
MFA
718
Mayflower Financial Advisors
Massachusetts
$586K -$27.7K -118 -5%
NA
719
NewEdge Advisors
Louisiana
$585K -$44.3K -189 -7%
MCM
720
Mengis Capital Management
Oregon
$583K – – –
PFO
721
Pathstone Family Office
New Jersey
$583K +$103K +439 +20%
FWM
722
Frontier Wealth Management
Missouri
$582K +$21.3K +91 +4%
CL
723
CPWM LLC
Washington
$571K -$703 -3 -0.1%
KIA
724
KCM Investment Advisors
California
$571K +$96.3K +411 +19%
MCM
725
MAI Capital Management
Ohio
$564K -$19.7K -84 -3%
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