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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
951
Stephens Inc
Arkansas
$350K +$10.7K +47 +3%
SFP
952
Sweet Financial Partners
Minnesota
$349K – – –
SFG
953
StrategIQ Financial Group
Indiana
$346K +$29.6K +130 +10%
NP
954
NorthRock Partners
Minnesota
$345K +$327K +1,438 New
CWM
955
Concentric Wealth Management
California
$343K -$26.1K -115 -7%
NF
956
Norwood Financial
Pennsylvania
$343K +$28.4K +125 +10%
BAM
957
Belpointe Asset Management
Nevada
$339K +$53.2K +234 +20%
SSWM
958
Smith Salley Wealth Management
North Carolina
$339K +$322K +1,415 New
PS
959
Principal Securities
Iowa
$339K +$322K +1,415 New
ST
960
Sageworth Trust
Pennsylvania
$338K – – –
FAN
961
Financial Advisors Network
California
$337K – – –
IFG
962
Independent Financial Group
California
$336K – – –
WAM
963
Wallington Asset Management
Indiana
$335K – – –
MCP
964
Mirador Capital Partners
California
$335K +$318K +1,398 New
EWM
965
Evercore Wealth Management
New York
$335K +$4.55K +20 +1%
WAM
966
Weiss Asset Management
Massachusetts
$335K +$318K +1,398 New
QCG
967
Quadrant Capital Group
Ohio
$332K -$42.3K -186 -12%
VNA
968
Valley National Advisers
Pennsylvania
$332K +$2.5K +11 +0.8%
LSPW
969
Lake Street Private Wealth
Illinois
$332K -$5.68K -25 -2%
WPP
970
Whalerock Point Partners
Rhode Island
$331K – – –
KL
971
KilterHowling LLC
Colorado
$331K – – –
PWM
972
Perigon Wealth Management
California
$331K +$314K +1,381 New
DBIA
973
Dumont & Blake Investment Advisors
New Jersey
$330K – – –
CJ
974
Caitlin John
Michigan
$328K +$311K +1,367 New
DL
975
DOHJ LLC
Washington
$325K +$38.9K +171 +14%
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