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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
751
Beacon Financial Advisory
Ohio
$761K -$5.15K -20 -0.8%
MFG
752
MidWestOne Financial Group
Iowa
$758K – – –
CWS
753
Confluence Wealth Services
Pennsylvania
$756K +$183K +709 +38%
ET
754
Entropy Technologies
New York
$754K -$2.61M -10,122 -80%
GA
755
GoalVest Advisory
New York
$754K +$660K +2,560 New
BWAM
756
Boyd Watterson Asset Management
Ohio
$742K +$15.2K +59 +2%
SCI
757
Silver Coast Investments
United States
$740K -$14.4K -56 -2%
SPC
758
Sigma Planning Corp
Michigan
$738K -$5.93K -23 -0.9%
AIA
759
Affinity Investment Advisors
California
$737K +$644K +2,500 New
SWM
760
Segment Wealth Management
Texas
$734K +$1.55K +6 +0.2%
CAM
761
Cypress Asset Management
Texas
$731K -$47.9K -186 -7%
BBNB
762
Baker Boyer National Bank
Washington
$731K – – –
LAM
763
Lakewood Asset Management
Illinois
$723K +$143K +553 +29%
IAS
764
Investment Advisory Services
Texas
$718K -$21.4K -83 -3%
PP
765
Prudential plc
United Kingdom
$713K -$1.51M -5,864 -71%
TC
766
TownSquare Capital
Utah
$710K -$180K -699 -22%
MA
767
Mutual Advisors
Nebraska
$709K +$74.2K +288 +14%
BHC
768
Bowen Hanes & Co
Florida
$707K – – –
RWP
769
RWA Wealth Partners
Massachusetts
$704K -$5.41K -21 -0.9%
O
770
Ossiam
France
$698K -$396K -1,536 -39%
RA
771
Ransom Advisory
Rhode Island
$698K +$611K +2,369 New
IFWM
772
Institute for Wealth Management
Colorado
$697K +$2.83K +11 +0.5%
WB
773
WesBanco Bank
West Virginia
$697K -$5.15K -20 -0.8%
VVP
774
Venture Visionary Partners
Ohio
$693K -$55.4K -215 -8%
BP
775
Ballentine Partners
Massachusetts
$691K +$45.6K +177 +8%
29 30
31
32 33