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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
801
Ameritas Investment Partners
Nebraska
$479K +$476 +2 +0.1%
NHC
802
Nicholas Hoffman & Company
Georgia
$473K +$951 +4 +0.2%
PP
803
Patron Partners
Texas
$470K +$6.18K +26 +1%
ESB
804
Essex Savings Bank
Connecticut
$470K – – –
MG
805
Mather Group
Illinois
$470K +$44K +185 +11%
KLC
806
Knowledge Leaders Capital
Colorado
$469K -$238 -1 -0.1%
AF
807
Allworth Financial
California
$468K +$13.1K +55 +3%
MFC
808
Mechanics Financial Corp
Ohio
$465K -$3.57K -15 -0.8%
ECM
809
Evergreen Capital Management
Washington
$464K -$32.8K -138 -7%
FCFC
810
First Citizens Financial Corp
Iowa
$460K – – –
FCFC
811
First Commonwealth Financial Corp
Pennsylvania
$457K -$951 -4 -0.2%
MMG
812
Monetary Management Group
Missouri
$457K – – –
ESCM
813
Echo Street Capital Management
New York
$457K +$448K +1,885 New
SBH
814
Segall Bryant & Hamill
Illinois
$456K -$15.2K -64 -3%
EWA
815
EP Wealth Advisors
California
$455K +$447K +1,879 New
DGAM
816
Desjardins Global Asset Management
Quebec, Canada
$455K -$1.46M -6,143 -77%
BS
817
Boenning & Scattergood
Pennsylvania
$454K -$714 -3 -0.1%
CWM
818
Concentric Wealth Management
California
$452K -$38.1K -160 -8%
CWS
819
Confluence Wealth Services
Pennsylvania
$449K – – –
IIM
820
InTrack Investment Management
Vermont
$449K -$1.05M -4,402 -70%
RWA
821
River Wealth Advisors
Pennsylvania
$449K -$17.8K -75 -4%
BAM
822
Belpointe Asset Management
Nevada
$447K -$355K -1,494 -45%
WWM
823
Windsor Wealth Management
Indiana
$446K -$951 -4 -0.2%
PTC
824
Private Trust Company
Ohio
$446K +$951 +4 +0.2%
EH
825
Equitable Holdings
New York
$446K +$53.5K +225 +14%
31 32
33
34 35