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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
976
Cardiff Park Advisors
California
$269K – – –
FTC
977
Farmers Trust Company
Ohio
$269K – – –
MTIC
978
Missouri Trust & Investment Company
Missouri
$269K – – –
FFM
979
Forum Financial Management
Illinois
$269K +$264K +1,109 New
AWP
980
Ascent Wealth Partners
New York
$268K -$22.4K -94 -8%
DWA
981
Dorsey Wright & Associates
California
$268K +$263K +1,107 New
LFG
982
Larson Financial Group
Missouri
$267K -$6.66K -28 -2%
HWA
983
Heartwood Wealth Advisors
Virginia
$267K +$238 +1 +0.1%
AC
984
ASB Consultores
Florida
$266K +$261K +1,096 New
PTC
985
Petrus Trust Company
Texas
$265K -$16.4K -69 -6%
VCM
986
Vivaldi Capital Management
Illinois
$264K +$2.85K +12 +1%
WGAM
987
Wilkinson Global Asset Management
New York
$264K – – –
WSTAM
988
Wilbanks Smith & Thomas Asset Management
Virginia
$264K +$259K +1,090 New
FIM
989
Freedom Investment Management
Connecticut
$263K -$15.9K -67 -6%
FCH
990
Freestone Capital Holdings
Washington
$263K -$11.7K -49 -4%
WP
991
WMS Partners
Maryland
$263K – – –
CFG
992
Carr Financial Group
Massachusetts
$261K +$257K +1,079 New
APA
993
Astoria Portfolio Advisors
New York
$261K +$264K +1,109 New
GSB
994
Greenfield Savings Bank
Massachusetts
$261K -$2.85K -12 -1%
ACM
995
AlphaStar Capital Management
North Carolina
$260K +$2.38K +10 +0.9%
WW
996
Waterfront Wealth
Kansas
$259K – – –
MSFS
997
Main Street Financial Solutions
Pennsylvania
$259K +$254K +1,066 New
TFA
998
Teamwork Financial Advisors
Texas
$259K -$336K -1,412 -57%
KMC
999
Kirr Marbach & Co
Indiana
$258K +$238 +1 +0.1%
HFG
1000
Heron Financial Group
New York
$256K +$5.23K +22 +2%
38 39
40
41 42