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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
EPG Wealth Management
Georgia
$646K +$591K +1,994 New
NHC
827
Nicholas Hoffman & Company
Georgia
$641K – – –
TSWM
828
Triangle Securities Wealth Management
North Carolina
$640K -$11.8K -40 -2%
PMSA
829
Patrick M. Sweeney & Associates
Illinois
$638K +$3.85K +13 +0.7%
FCAS
830
First Command Advisory Services
Texas
$629K – – –
KIG
831
Kessler Investment Group
Indiana
$616K +$14.2K +48 +3%
BAM
832
Belpointe Asset Management
Nevada
$614K +$159K +536 +39%
GCP
833
GSA Capital Partners
United Kingdom
$613K -$813K -2,745 -59%
EBWM
834
Eagle Bluffs Wealth Management
Missouri
$610K -$41.8K -141 -7%
TSMHT
835
Thurston Springer Miller Herd & Titak
Indiana
$610K +$159K +538 +40%
IAN
836
Integrated Advisors Network
Texas
$610K -$20.1K -68 -3%
JIC
837
Johnson Investment Counsel
Ohio
$609K +$43K +145 +8%
MSFS
838
Main Street Financial Solutions
Pennsylvania
$608K +$153K +517 +38%
HI
839
Horizon Investments
North Carolina
$602K -$64.9K -219 -11%
CRI
840
Colonial River Investments
Virginia
$598K +$255K +862 +88%
LIM
841
Longfellow Investment Management
Massachusetts
$597K +$2.96K +10 +0.5%
1SB
842
1ST Source Bank
Indiana
$597K +$27.5K +93 +5%
GL
843
Graypoint LLC
New York
$595K +$55.4K +187 +11%
SPC
844
Sigma Planning Corp
Michigan
$594K +$6.22K +21 +1%
SFP
845
Shepherd Financial Partners
Massachusetts
$589K +$12.1K +41 +2%
CAG
846
Crestwood Advisors Group
Massachusetts
$584K +$28.1K +95 +6%
SW
847
SkyOak Wealth
Michigan
$583K – – –
BFG
848
Beacon Financial Group
Texas
$580K -$16.9K -57 -3%
MMG
849
Monetary Management Group
Missouri
$578K – – –
WANY
850
Wealthspire Advisors (New York)
New York
$576K -$7.7K -26 -1%
32 33
34
35 36