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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Connecticut Wealth Management
Connecticut
$1.73M -$252K -446 -12%
MG
802
Mather Group
Illinois
$1.73M -$1.13K -2 -0.1%
EP
803
Essential Partners
California
$1.72M +$2.26K +4 +0.1%
AFG
804
Atomi Financial Group
New York
$1.72M +$15.8K +28 +0.9%
GIA
805
Guyasuta Investment Advisors
Pennsylvania
$1.71M – – –
HI
806
Harbour Investments
Wisconsin
$1.71M +$870K +1,538 +94%
FT
807
Fiduciary Trust
Massachusetts
$1.71M -$3.96K -7 -0.2%
OFS
808
OneAscent Financial Services
Alabama
$1.7M +$1.13K +2 +0.1%
SS
809
Sunbelt Securities
Texas
$1.69M -$172K -304 -9%
UCMOK
810
United Capital Management of KS
Kansas
$1.68M +$275K +486 +18%
RMC
811
Resources Management Corp
Connecticut
$1.67M -$19.2K -34 -1%
TAM
812
Tocqueville Asset Management
New York
$1.67M +$2.83K +5 +0.2%
MCA
813
Magnolia Capital Advisors
Mississippi
$1.67M -$284K -501 -14%
BA
814
Bellwether Advisors
Nebraska
$1.66M +$1.74M +3,081 New
CAG
815
Crestwood Advisors Group
Massachusetts
$1.64M +$110K +195 +7%
WSFS
816
Wilmington Savings Fund Society
Delaware
$1.64M – – –
WI
817
Wealth Intelligence
Georgia
$1.63M -$371K -656 -18%
CP
818
CenterBook Partners
Connecticut
$1.63M +$1.71M +3,021 New
WA
819
Wealth Alliance
New York
$1.62M +$57.2K +101 +3%
VFO
820
Virtus Family Office
Texas
$1.62M +$1.7M +3,010 New
WIM
821
Wiregrass Investment Management
Georgia
$1.61M -$902K -1,594 -35%
CPC
822
Cookson Peirce & Co
Pennsylvania
$1.61M +$160K +282 +10%
SG
823
StoneX Group
New York
$1.61M -$149K -263 -8%
OC
824
Opal Capital
Florida
$1.6M +$1.4M +2,477 +490%
GA
825
GoalVest Advisory
New York
$1.6M +$10.2K +18 +0.6%
31 32
33
34 35