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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
926
Intercontinental Wealth Advisors
Texas
$329K -$36.4K -149 -10%
FMP
927
Financial Management Professionals
Texas
$328K -$68.1K -279 -17%
WPP
928
Whalerock Point Partners
Rhode Island
$328K – – –
KIG
929
Kessler Investment Group
Indiana
$328K +$43K +176 +15%
NF
930
Norwood Financial
Pennsylvania
$326K – – –
VNA
931
Valley National Advisers
Pennsylvania
$326K -$4.88K -20 -1%
SFG
932
StrategIQ Financial Group
Indiana
$324K -$66.9K -274 -17%
KL
933
KilterHowling LLC
Colorado
$323K – – –
PSB
934
Piscataqua Savings Bank
New Hampshire
$323K +$14.6K +60 +5%
DBIA
935
Dumont & Blake Investment Advisors
New Jersey
$323K – – –
SSWG
936
Seven Springs Wealth Group
Tennessee
$323K – – –
EC
937
EdgeRock Capital
Colorado
$322K – – –
TCOT
938
Trust Company of Toledo
Ohio
$320K – – –
CTA
939
Chesley Taft & Associates
Illinois
$320K +$4.39K +18 +1%
TLP
940
Trinity Legacy Partners
Texas
$319K -$123K -503 -27%
HCM
941
Howland Capital Management
Massachusetts
$318K +$97.7K +400 +43%
CL
942
Choreo LLC
Illinois
$314K +$321K +1,314 New
CA
943
CapWealth Advisors
Tennessee
$312K -$48.8K -200 -13%
MHIC
944
Marble Harbor Investment Counsel
Massachusetts
$311K – – –
FNT
945
First Nebraska Trust
Nebraska
$309K – – –
GRP
946
Global Retirement Partners
California
$304K -$27.3K -112 -8%
EDRH
947
Edmond de Rothschild Holding
Switzerland
$302K – – –
BCMLT
948
Beacon Capital Management LLC (Tennessee)
Tennessee
$302K – – –
AWM
949
Atticus Wealth Management
Florida
$302K – – –
BBA
950
BLB&B Advisors
Pennsylvania
$301K +$732 +3 +0.2%
36 37
38
39 40