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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
701
Everett Harris & Co
California
$633K – – –
IWC
702
Integrated Wealth Concepts
Massachusetts
$632K +$354K +1,553 +116%
SIG
703
Sky Investment Group
Connecticut
$628K -$33.5K -147 -5%
RMC
704
Resources Management Corp
Connecticut
$626K +$29.6K +130 +5%
KWM
705
Kingsview Wealth Management
Oregon
$625K +$212K +930 +48%
ED
706
Exane Derivatives
France
$621K -$83.4K -366 -11%
WG
707
Winton Group
United Kingdom
$621K -$281K -1,232 -30%
SWM
708
Spire Wealth Management
Virginia
$621K +$246K +1,079 +60%
SCM
709
SKBA Capital Management
California
$617K -$194K -850 -23%
PAS
710
Park Avenue Securities
New York
$616K +$90.2K +396 +16%
LIM
711
Longfellow Investment Management
Massachusetts
$615K +$240K +1,052 +60%
RFM
712
Royal Fund Management
Florida
$615K +$643K +2,822 New
AAS
713
Avantax Advisory Services
Texas
$614K +$2.05K +9 +0.3%
SBF
714
Sara-Bay Financial
Florida
$610K -$3.87K -17 -0.6%
MPPLM
715
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$610K +$25.1K +110 +4%
IWM
716
IHT Wealth Management
Illinois
$609K -$17.3K -76 -3%
OAM
717
Oppenheimer Asset Management
New York
$607K -$1.42M -6,230 -69%
SO
718
STRS Ohio
Ohio
$607K -$399K -1,752 -39%
TI
719
Tidal Investments
Wisconsin
$605K -$32.1K -141 -5%
MA
720
MONECO Advisors
Connecticut
$603K -$35.8K -157 -6%
WFMPM
721
Woodley Farra Manion Portfolio Management
Indiana
$602K – – –
CF
722
Copperwynd Financial
Arizona
$600K +$23.9K +105 +4%
VCM
723
Vigilant Capital Management
Maine
$600K +$216K +950 +53%
LOAMS
724
Lombard Odier Asset Management (Switzerland)
Switzerland
$600K +$627K +2,750 New
SBL
725
Sargent Bickham Lagudis
Colorado
$599K -$59.9K -263 -9%
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