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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
801
Bowman & Company
Wisconsin
$1.57M +$50K +107 +4%
BP
802
BBR Partners
New York
$1.56M -$7.95K -17 -0.6%
GM
803
GeoWealth Management
Illinois
$1.56M -$63.6K -136 -4%
WSFS
804
Wilmington Savings Fund Society
Delaware
$1.55M – – –
TA
805
TCM Advisors
West Virginia
$1.53M – – –
UOC
806
UBS O'Connor
Illinois
$1.53M +$1.4M +3,000 New
IC
807
Inscription Capital
Texas
$1.53M -$220K -471 -14%
OAM
808
Oppenheimer Asset Management
New York
$1.52M +$154K +330 +12%
FNBT
809
FineMark National Bank & Trust
Florida
$1.52M -$160K -342 -10%
GA
810
GoalVest Advisory
New York
$1.51M – – –
ISWM
811
Independent Solutions Wealth Management
New York
$1.5M -$9.35K -20 -0.7%
SG
812
Sienna Gestion
France
$1.49M -$651K -1,393 -32%
FCA
813
FLC Capital Advisors
California
$1.49M – – –
NP
814
Nilsine Partners
Colorado
$1.49M -$23.4K -50 -2%
BFS
815
Bradley Foster & Sargent
Connecticut
$1.49M -$3.74K -8 -0.3%
VNIM
816
Vaughan Nelson Investment Management
Texas
$1.49M -$2.67M -5,715 -66%
WA
817
Wealth Alliance
New York
$1.49M +$51.9K +111 +4%
VSQM
818
V-Square Quantitative Management
Illinois
$1.48M +$1.36M +2,905 New
IAS
819
Investment Advisory Services
Texas
$1.48M +$467 +1 +0%
A
820
AlphaQuest
New York
$1.48M +$674K +1,442 +100%
BHPW
821
Beverly Hills Private Wealth
California
$1.47M +$857K +1,833 +174%
TCP
822
TMB Capital Partners
Arkansas
$1.46M +$1.34M +2,860 New
SA
823
Sylvest Advisors
Texas
$1.46M -$151K -323 -10%
CAG
824
Crestwood Advisors Group
Massachusetts
$1.46M +$147K +315 +12%
CL
825
CSS LLC
Illinois
$1.45M -$164K -350 -11%
31 32
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