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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
901
Financial Management Professionals
Texas
$616K +$51.3K +146 +9%
BFG
902
Beacon Financial Group
Texas
$613K -$10.9K -31 -2%
BWM
903
BlackDiamond Wealth Management
New York
$612K -$76.6K -218 -11%
EWM
904
EPG Wealth Management
Georgia
$609K -$86.4K -246 -12%
EHC
905
Everett Harris & Co
California
$608K – – –
HPBT
906
Hickory Point Bank & Trust
Illinois
$606K +$610K +1,737 New
LIM
907
Longfellow Investment Management
Massachusetts
$604K -$38.6K -110 -6%
AFG
908
Atomi Financial Group
New York
$603K +$138K +393 +29%
PB
909
Pinnacle Bancorp
Nebraska
$603K – – –
ACP
910
Aviance Capital Partners
Florida
$602K +$1.05K +3 +0.2%
HTC
911
Haverford Trust Company
Pennsylvania
$601K -$5.62K -16 -0.9%
HI
912
Harbour Investments
Wisconsin
$601K +$13.7K +39 +2%
EWM
913
Empirical Wealth Management
Washington
$600K +$52.3K +149 +9%
TIA
914
Tiemann Investment Advisors
California
$600K -$8.78K -25 -1%
WP
915
WMS Partners
Maryland
$592K +$4.57K +13 +0.8%
BCM
916
Brookstone Capital Management
Illinois
$592K -$14.1K -40 -2%
CPRC
917
Consolidated Portfolio Review Corp
New York
$592K +$597K +1,698 New
SIMG
918
Sonora Investment Management Group
Arizona
$590K – – –
PFBT
919
Parkside Financial Bank & Trust
Missouri
$588K +$5.27K +15 +0.9%
MCM
920
Mill Capital Management
North Carolina
$581K – – –
NQWM
921
Northwest Quadrant Wealth Management
Oregon
$578K +$1.41K +4 +0.2%
WS
922
Wela Strategies
Georgia
$577K +$77.6K +221 +15%
VVP
923
Venture Visionary Partners
Ohio
$577K – – –
SWP
924
Sagespring Wealth Partners
Tennessee
$576K +$580K +1,652 New
PA
925
Profund Advisors
Maryland
$575K -$37.9K -108 -6%
35 36
37
38 39