We are live on ! Find out more
CMI icon

Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
801
Castleview Partners
Texas
$495K +$520K +2,032 New
RWA
802
River Wealth Advisors
Pennsylvania
$494K +$11.8K +46 +2%
HC
803
Hendley & Co
Ohio
$488K – – –
ADL
804
Asset Dedication LLC
California
$486K +$79.8K +312 +19%
RCAG
805
Rehmann Capital Advisory Group
Michigan
$486K -$8.7K -34 -2%
HT
806
Heritage Trust
Oklahoma
$484K -$8.18K -32 -2%
ESB
807
Essex Savings Bank
Connecticut
$479K +$26.3K +103 +6%
SIM
808
Sonora Investment Management
Arizona
$477K – – –
GHA
809
GW Henssler & Associates
Georgia
$473K +$161K +631 +48%
ZCA
810
Zeke Capital Advisors
Pennsylvania
$471K – – –
CAN
811
Claraphi Advisory Network
United States
$468K – – –
EWM
812
EPG Wealth Management
Georgia
$467K +$3.84K +15 +0.8%
PH
813
Pinnacle Holdings
Oklahoma
$467K -$15.3K -60 -3%
NQWM
814
Northwest Quadrant Wealth Management
Oregon
$466K +$1.28K +5 +0.3%
FTDI
815
First Trust Direct Indexing
Massachusetts
$464K +$486K +1,901 New
FCFC
816
First Citizens Financial Corp
Iowa
$463K – – –
WDA
817
Wendell David Associates
New Hampshire
$463K – – –
AWA
818
Arkadios Wealth Advisors
Georgia
$462K +$110K +430 +29%
1SB
819
1ST Source Bank
Indiana
$461K +$10.2K +40 +2%
CA
820
Calton & Associates
Florida
$460K -$10.7K -42 -2%
CWM
821
Circle Wealth Management
New Jersey
$451K +$4.09K +16 +0.9%
IAP
822
Indie Asset Partners
Indiana
$450K +$19.2K +75 +4%
OIM
823
Oder Investment Management
California
$448K – – –
VAS
824
Vestmark Advisory Solutions
Massachusetts
$445K -$467K -1,828 -50%
PIM
825
Penobscot Investment Management
Massachusetts
$445K -$35.3K -138 -7%
31 32
33
34 35