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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
751
Crescent Sterling
Louisiana
$577K -$488 -2 -0.1%
AAS
752
Ameritas Advisory Services
Nebraska
$577K -$145K -594 -20%
PCH
753
PGIM Custom Harvest
New Jersey
$575K +$21K +86 +4%
BHC
754
Bowen Hanes & Co
Florida
$573K – – –
IFWM
755
Institute for Wealth Management
Colorado
$572K -$2.69K -11 -0.5%
GAM
756
Gotham Asset Management
New York
$568K -$710K -2,906 -55%
EWM
757
Empirical Wealth Management
Washington
$567K +$8.06K +33 +1%
MFG
758
Merit Financial Group
Georgia
$564K +$154K +630 +36%
VVP
759
Venture Visionary Partners
Ohio
$563K -$122K -500 -18%
BIA
760
Beacon Investment Advisors
Maryland
$558K +$244 +1 +0%
PFS
761
Prospera Financial Services
Texas
$557K +$217K +887 +62%
SF
762
Symphony Financial
Texas
$556K +$2.93K +12 +0.5%
AUB
763
Atlantic Union Bankshares
Virginia
$554K -$49.1K -201 -8%
AG
764
AIA Group
Hong Kong
$546K -$85.9K -352 -13%
DIA
765
Dean Investment Associates
Ohio
$545K -$26.9K -110 -5%
TPWM
766
Twelve Points Wealth Management
Massachusetts
$544K +$54.2K +222 +11%
BAM
767
Belpointe Asset Management
Nevada
$541K +$102K +418 +23%
HA
768
Hamel Associates
New Jersey
$539K -$1.85M -7,578 -77%
KWM
769
Kingsview Wealth Management
Oregon
$538K -$342K -1,402 -38%
WR
770
WD Rutherford
Oregon
$538K – – –
QT
771
Quantamental Technologies
New York
$538K +$550K +2,252 New
ECM
772
Evergreen Capital Management
Washington
$536K +$80.1K +328 +17%
CD
773
Chapin Davis
Maryland
$536K +$143K +587 +35%
PK
774
Pflug Koory
Nebraska
$528K -$977 -4 -0.2%
NP
775
Nilsine Partners
Colorado
$528K +$540K +2,212 New
29 30
31
32 33