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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
851
Joule Financial
Kentucky
$469K -$295K -1,296 -40%
HI
852
Horizon Investments
North Carolina
$464K -$530K -2,330 -55%
SWM
853
Shelton Wealth Management
Texas
$463K +$8.87K +39 +2%
BFG
854
Beacon Financial Group
Texas
$463K +$28.6K +126 +7%
BA
855
Ballast Advisors
Minnesota
$462K -$166K -730 -27%
EWA
856
EP Wealth Advisors
California
$461K -$92.5K -407 -17%
HTC
857
Haverford Trust Company
Pennsylvania
$459K +$70.9K +312 +19%
A
858
AlphaQuest
New York
$459K +$435K +1,915 New
PMSA
859
Patrick M. Sweeney & Associates
Illinois
$458K +$434K +1,910 New
FT
860
Fiduciary Trust
Massachusetts
$456K -$682 -3 -0.2%
LAM
861
Lakewood Asset Management
Illinois
$456K -$41.8K -184 -9%
IAN
862
Integrated Advisors Network
Texas
$453K -$14.1K -62 -3%
TWM
863
Thrive Wealth Management
Pennsylvania
$451K +$428K +1,883 New
CWS
864
Confluence Wealth Services
Pennsylvania
$445K -$3.41K -15 -0.8%
SGI
865
Summit Global Investments
Utah
$445K -$13.6K -60 -3%
TIA
866
Tiemann Investment Advisors
California
$444K – – –
AWA
867
Arete Wealth Advisors
Illinois
$442K +$419K +1,843 New
GIA
868
Gladstone Institutional Advisory
Florida
$440K -$14.8K -65 -3%
WTC
869
WhitTier Trust Company
Nevada
$436K +$273K +1,200 +193%
CAG
870
Crestwood Advisors Group
Massachusetts
$435K +$413K +1,818 New
DWM
871
Dorchester Wealth Management
Quebec, Canada
$431K – – –
CAS
872
CTC Alternative Strategies
Illinois
$431K +$409K +1,800 New
NQWM
873
Northwest Quadrant Wealth Management
Oregon
$430K +$1.82K +8 +0.4%
MMG
874
Monetary Management Group
Missouri
$428K – – –
SFP
875
Shepherd Financial Partners
Massachusetts
$426K -$398K -1,749 -50%
33 34
35
36 37