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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
876
Zacks Investment Management
Illinois
$680K -$149K -424 -18%
FCAS
877
First Command Advisory Services
Texas
$677K – – –
CAG
878
Crestwood Advisors Group
Massachusetts
$673K +$43.9K +125 +7%
WANY
879
Wealthspire Advisors (New York)
New York
$658K +$37.9K +108 +6%
CD
880
Chapin Davis
Maryland
$656K – – –
HI
881
Horizon Investments
North Carolina
$654K +$6.32K +18 +1%
JCM
882
J2 Capital Management
Michigan
$654K +$659K +1,877 New
SIP
883
Stoneridge Investment Partners
Pennsylvania
$654K -$877K -2,496 -57%
GL
884
Graypoint LLC
New York
$653K +$12.6K +36 +2%
JIC
885
Johnson Investment Counsel
Ohio
$647K -$9.13K -26 -1%
1SB
886
1ST Source Bank
Indiana
$643K – – –
GSEP
887
Golden State Equity Partners
California
$641K +$89.2K +254 +16%
SFP
888
Shepherd Financial Partners
Massachusetts
$639K +$5.27K +15 +0.8%
SAM
889
Smartleaf Asset Management
Massachusetts
$639K +$55.2K +157 +9%
SWP
890
Stratos Wealth Partners
Ohio
$638K +$51.6K +147 +9%
MA
891
MONECO Advisors
Connecticut
$633K +$13.7K +39 +2%
DO
892
denkapparat Operations
Germany
$630K +$635K +1,808 New
CI
893
CX Institutional
Indiana
$628K +$69.6K +198 +12%
KIG
894
Kessler Investment Group
Indiana
$628K -$35.5K -101 -5%
SW
895
SkyOak Wealth
Michigan
$627K – – –
FAN
896
Financial Advisors Network
California
$625K +$630K +1,793 New
MMG
897
Monetary Management Group
Missouri
$622K – – –
RTC
898
Real Talk Capital
Tennessee
$622K +$627K +1,784 New
IPW
899
Inlet Private Wealth
Florida
$618K -$422K -1,200 -40%
MP
900
McDonald Partners
Ohio
$617K +$622K +1,770 New
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