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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1026
CVFG LLC
Indiana
$431K – – –
KAS
1027
KPP Advisory Services
Kentucky
$431K +$705 +2 +0.1%
CAU
1028
Caxton Associates (UK)
$431K +$484K +1,374 New
ATWA
1029
Arbor Trust Wealth Advisors
Michigan
$429K – – –
PPWP
1030
Premier Path Wealth Partners
New Jersey
$427K -$2.11K -6 -0.4%
EWA
1031
EverSource Wealth Advisors
Alabama
$424K +$221K +627 +86%
SSWG
1032
Seven Springs Wealth Group
Tennessee
$423K – – –
BHBT
1033
Burke & Herbert Bank & Trust
Virginia
$422K – – –
FFA
1034
Founders Financial Alliance
North Carolina
$420K +$352 +1 +0.1%
SLA
1035
Silver Lake Advisory
Utah
$416K +$2.11K +6 +0.5%
KL
1036
KilterHowling LLC
Colorado
$415K – – –
CTA
1037
Chesley Taft & Associates
Illinois
$414K – – –
WPP
1038
Whalerock Point Partners
Rhode Island
$412K – – –
SWA
1039
SFMG Wealth Advisors
Texas
$412K +$133K +377 +40%
GIA
1040
Gladstone Institutional Advisory
Florida
$411K -$12K -34 -3%
FNT
1041
First Nebraska Trust
Nebraska
$410K – – –
WT
1042
Washington Trust
Rhode Island
$404K -$70.5K -200 -13%
SC
1043
SouthState Corp
Florida
$403K +$9.16K +26 +2%
WPC
1044
Wedmont Private Capital
Pennsylvania
$400K +$16.6K +47 +3%
FFN
1045
Focus Financial Network
Minnesota
$399K -$2.82K -8 -0.6%
VCM
1046
Vivaldi Capital Management
Illinois
$399K +$705 +2 +0.2%
CW
1047
CreativeOne Wealth
Kansas
$397K +$106K +302 +31%
WTC
1048
WhitTier Trust Company
Nevada
$396K +$73.6K +209 +20%
AWM
1049
Atticus Wealth Management
Florida
$396K – – –
DIA
1050
Dean Investment Associates
Ohio
$396K -$16.6K -47 -4%
40 41
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