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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
801
Legacy Wealth Planning
Nevada
$388K – – –
USCWA
802
U.S. Capital Wealth Advisors
Texas
$388K +$405K +1,726 New
CP
803
Camelot Portfolios
Ohio
$387K -$226K -965 -36%
BOH
804
Bank of Hawaii
Hawaii
$387K -$74.3K -317 -16%
FMB
805
Field & Main Bank
Kentucky
$387K +$9.37K +40 +2%
AC
806
Allstate Corporation
Illinois
$386K -$97.3K -415 -19%
TSW
807
Thompson Siegel & Walmsley
Virginia
$386K – – –
JIC
808
Joel Isaacson & Co
New York
$384K – – –
FPS
809
Fieldpoint Private Securities
Connecticut
$383K +$67.7K +289 +20%
PIM
810
Penobscot Investment Management
Massachusetts
$379K -$31.6K -135 -7%
FTDI
811
First Trust Direct Indexing
Massachusetts
$374K -$55.8K -238 -13%
TC
812
TownSquare Capital
Utah
$374K -$1.17K -5 -0.3%
DWM
813
Doyle Wealth Management
Florida
$374K – – –
ATC
814
Argent Trust Co
Tennessee
$374K +$83K +354 +27%
EWM
815
Evermay Wealth Management
Virginia
$373K – – –
PTC
816
Private Trust Company
Ohio
$371K +$173K +740 +81%
FI
817
Fosun International
China
$369K -$445K -1,900 -54%
RFA
818
Reilly Financial Advisors
California
$361K – – –
NHC
819
Nicholas Hoffman & Company
Georgia
$361K +$703 +3 +0.2%
CCM
820
Crossvault Capital Management
Texas
$359K – – –
HGWM
821
Horst & Graben Wealth Management
Oregon
$359K – – –
AO
822
Advisor OS
Illinois
$359K +$54.4K +232 +17%
EH
823
Equitable Holdings
New York
$359K +$78.5K +335 +26%
EM
824
Excalibur Management
Massachusetts
$358K – – –
IAS
825
Investment Advisory Services
Texas
$357K -$20.9K -89 -5%
31 32
33
34 35