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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1001
Fulcrum Capital
Washington
$229K – – –
HWA
1002
Heartwood Wealth Advisors
Virginia
$229K -$24.1K -100 -9%
CIA
1003
Cladis Investment Advisory
Montana
$228K – – –
GI
1004
GS Investments
Minnesota
$228K – – –
PGAM
1005
Princeton Global Asset Management
New Jersey
$228K – – –
WW
1006
Waterfront Wealth
Kansas
$227K – – –
ACG
1007
Allen Capital Group
Nebraska
$226K – – –
WGAM
1008
Wilkinson Global Asset Management
New York
$226K – – –
SVWAG
1009
Sound View Wealth Advisors Group
Georgia
$226K +$724 +3 +0.3%
PWPS
1010
Pinnacle Wealth Planning Services
Ohio
$226K – – –
QT
1011
Quantbot Technologies
New York
$225K -$296K -1,227 -55%
CFCI
1012
Comprehensive Financial Consultants Institutional
Indiana
$225K +$483 +2 +0.2%
CP
1013
Covenant Partners
Tennessee
$224K -$26.6K -110 -10%
SM
1014
Sweeney & Michel
California
$224K – – –
CTA
1015
Colonial Trust Advisors
South Carolina
$222K – – –
KWM
1016
Keebeck Wealth Management
Illinois
$219K – – –
MIM
1017
Marco Investment Management
Georgia
$218K – – –
CG
1018
Colony Group
Massachusetts
$218K -$60.1K -249 -21%
IFU
1019
iSAM Funds (UK)
United Kingdom
$218K +$230K +953 New
OIA
1020
Optimum Investment Advisors
Illinois
$217K – – –
DBG
1021
De Burlo Group
Massachusetts
$213K – – –
HCM
1022
Howland Capital Management
Massachusetts
$213K -$96.6K -400 -30%
LPT
1023
Legacy Private Trust
Wisconsin
$210K -$7.24K -30 -3%
CNBT
1024
Canandaigua National Bank & Trust
New York
$210K – – –
AWA
1025
Aaron Wealth Advisors
Illinois
$209K +$10.1K +42 +5%
39 40
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