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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
A
1026
AlphaQuest
New York
$436K -$773K -2,496 -65%
PCIG
1027
Partners Capital Investment Group
Massachusetts
$435K +$37.1K +120 +10%
CTA
1028
Chesley Taft & Associates
Illinois
$432K – – –
WPP
1029
Whalerock Point Partners
Rhode Island
$431K – – –
FNT
1030
First Nebraska Trust
Nebraska
$428K – – –
SC
1031
SouthState Corp
Florida
$426K +$4.33K +14 +1%
DP
1032
Dearborn Partners
Illinois
$425K -$27.2K -88 -6%
WTC
1033
WhitTier Trust Company
Nevada
$424K +$9.29K +30 +2%
AWA
1034
Arete Wealth Advisors
Illinois
$423K +$54.5K +176 +16%
WT
1035
Washington Trust
Rhode Island
$422K – – –
NP
1036
NorthRock Partners
Minnesota
$422K +$102K +329 +34%
LWL
1037
Leo Wealth LLC
Texas
$422K +$39K +126 +11%
FC
1038
FORA Capital
Florida
$418K -$2.41M -7,796 -86%
SFG
1039
Seamount Financial Group
Colorado
$413K +$390K +1,260 New
IC
1040
Inscription Capital
Texas
$412K +$390K +1,259 New
DIA
1041
Dean Investment Associates
Ohio
$411K -$2.17K -7 -0.6%
VCM
1042
Vivaldi Capital Management
Illinois
$410K -$6.19K -20 -2%
AC
1043
Apella Capital
Connecticut
$410K -$5.26K -17 -1%
BFG
1044
Beacon Financial Group
Texas
$409K -$96.9K -313 -20%
LSA
1045
Lion Street Advisors
Texas
$409K +$3.1K +10 +0.8%
BIM
1046
Baldwin Investment Management
Pennsylvania
$406K – – –
SWA
1047
SFMG Wealth Advisors
Texas
$406K -$23.2K -75 -6%
EWM
1048
Evercore Wealth Management
New York
$404K – – –
SLA
1049
Silver Lake Advisory
Utah
$403K -$29.7K -96 -7%
WDC
1050
Woodward Diversified Capital
California
$402K +$380K +1,229 New
40 41
42
43 44