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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1001
Perfromance Wealth Partners
Illinois
$255K – – –
MPI
1002
Mairs & Power Inc
Minnesota
$255K – – –
BIC
1003
Beach Investment Counsel
Pennsylvania
$252K – – –
FAFN
1004
First Affirmative Financial Network
Colorado
$252K +$233K +1,027 New
CFCI
1005
Comprehensive Financial Consultants Institutional
Indiana
$251K – – –
ACA
1006
Aptus Capital Advisors
Alabama
$249K +$14.9K +66 +7%
LOPW
1007
Live Oak Private Wealth
North Carolina
$248K – – –
WE
1008
Wealth Effects
Massachusetts
$248K – – –
ACG
1009
Allen Capital Group
Nebraska
$246K – – –
FC
1010
Fulcrum Capital
Washington
$246K +$6.79K +30 +3%
SM
1011
Sweeney & Michel
California
$245K – – –
CIA
1012
Cladis Investment Advisory
Montana
$245K – – –
GI
1013
GS Investments
Minnesota
$245K – – –
PGAM
1014
Princeton Global Asset Management
New Jersey
$245K +$44.2K +195 +24%
AC
1015
AXQ Capital
New Jersey
$245K +$226K +1,000 New
ACM
1016
Aquatic Capital Management
Illinois
$245K -$1.59M -7,000 -88%
PCS
1017
Personal CFO Solutions
New Jersey
$243K +$4.53K +20 +2%
WGAM
1018
Wilkinson Global Asset Management
New York
$243K – – –
PWPS
1019
Pinnacle Wealth Planning Services
Ohio
$242K – – –
SVWAG
1020
Sound View Wealth Advisors Group
Georgia
$242K +$7.25K +32 +3%
CS
1021
Cannell & Spears
New York
$241K – – –
FIM
1022
Freedom Investment Management
Connecticut
$241K -$5.43K -24 -2%
QCIG
1023
Quad-Cities Investment Group
Iowa
$240K +$453 +2 +0.2%
SFG
1024
Sovereign Financial Group
Connecticut
$239K – – –
TWM
1025
Tradition Wealth Management
Minnesota
$239K -$45.3K -200 -17%
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