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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWCC
801
B&D White Capital Company
Texas
$551K +$523K +2,300 New
EWS
802
Evergreen Wealth Solutions
Pennsylvania
$550K +$35K +154 +7%
MOS
803
MGO One Seven
Ohio
$549K +$192K +844 +58%
EWM
804
EPG Wealth Management
Georgia
$548K -$178K -782 -27%
WR
805
WD Rutherford
Oregon
$545K – – –
FFBTD
806
First Financial Bank - Trust Division
Ohio
$543K -$33.4K -147 -6%
FMB
807
Field & Main Bank
Kentucky
$543K +$9.09K +40 +2%
PK
808
Pflug Koory
Nebraska
$542K +$33.9K +149 +7%
SC
809
SRB Corp
Massachusetts
$542K +$56.4K +248 +12%
HH
810
Hilltop Holdings
Texas
$541K -$45K -198 -8%
SW
811
Simplicity Wealth
New Jersey
$538K +$510K +2,244 New
AUB
812
Atlantic Union Bankshares
Virginia
$534K – – –
CT
813
Coastline Trust
Rhode Island
$529K -$37.5K -165 -7%
GVAG
814
Great Valley Advisor Group
Delaware
$527K -$406K -1,788 -45%
BJL
815
Brighton Jones LLC
Washington
$524K +$15.5K +68 +3%
MA
816
MONECO Advisors
Connecticut
$522K -$33.4K -147 -6%
DIA
817
Dean Investment Associates
Ohio
$521K -$7.96K -35 -2%
WANY
818
Wealthspire Advisors (New York)
New York
$520K +$66.2K +291 +15%
BP
819
Ballentine Partners
Massachusetts
$519K +$21.6K +95 +5%
LC
820
Lindbrook Capital
California
$518K +$53.2K +234 +12%
CD
821
Chapin Davis
Maryland
$517K – – –
HBT
822
Heartland Bank & Trust
Illinois
$517K -$25.7K -113 -5%
IA
823
IFP Advisors
Florida
$513K -$40.7K -179 -8%
APP
824
Avantax Planning Partners
Iowa
$509K +$142K +623 +41%
NP
825
Nilsine Partners
Colorado
$508K -$6.82K -30 -1%
31 32
33
34 35