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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1026
HighRoad Wealth Advisors
Oregon
$888K – – –
TC
1027
TownSquare Capital
Utah
$887K -$106K -187 -10%
C
1028
Certuity
Florida
$884K +$78.1K +138 +9%
ADL
1029
Asset Dedication LLC
California
$881K +$566 +1 +0.1%
NFA
1030
Northern Financial Advisors
Michigan
$880K +$126K +223 +16%
SFC
1031
SYM Financial Corp
Indiana
$879K +$10.2K +18 +1%
BBA
1032
Baader Bank Aktiengesellschaft
Germany
$877K +$187K +330 +24%
AC
1033
Apella Capital
Connecticut
$871K +$97.9K +173 +14%
AM
1034
AGF Management
Ontario, Canada
$868K +$913K +1,613 New
QI
1035
Qtron Investments
Massachusetts
$866K -$114K -202 -11%
PCP
1036
Perbak Capital Partners
United Kingdom
$859K +$490K +865 +118%
DWM
1037
Dynasty Wealth Management
Florida
$857K +$121K +213 +15%
FMI
1038
Frec Markets Inc
California
$854K +$374K +661 +71%
TIA
1039
Tiemann Investment Advisors
California
$854K +$5.66K +10 +0.6%
GP
1040
Guardian Partners
Canada
$852K +$9.05K +16 +1%
MA
1041
Mutual Advisors
Nebraska
$843K -$599K -1,058 -40%
BM
1042
Berman McAleer
Maryland
$839K – – –
RMDI
1043
R.M. Davis Inc
Maine
$834K – – –
WDC
1044
Woodward Diversified Capital
California
$833K +$11.3K +20 +2%
GFPC
1045
Global Financial Private Client
Florida
$827K +$870K +1,537 New
KCM
1046
Kathmere Capital Management
Pennsylvania
$826K -$84.9K -150 -9%
EW
1047
Evoke Wealth
California
$824K +$199K +351 +30%
BBA
1048
BLB&B Advisors
Pennsylvania
$818K – – –
BHBT
1049
Burke & Herbert Bank & Trust
Virginia
$817K -$2.83K -5 -0.3%
ANBT
1050
American National Bank & Trust
Texas
$817K -$14.1K -25 -2%
40 41
42
43 44