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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1051
Catalina Capital Group
California
$290K +$254K +985 New
QCIG
1052
Quad-Cities Investment Group
Iowa
$290K -$46.4K -180 -15%
PWPS
1053
Pinnacle Wealth Planning Services
Ohio
$290K -$515 -2 -0.2%
LSA
1054
Lion Street Advisors
Texas
$289K – – –
AWM
1055
Angeles Wealth Management
California
$289K -$6.44K -25 -2%
CP
1056
Covenant Partners
Tennessee
$289K – – –
NW
1057
NewEdge Wealth
Pennsylvania
$289K +$265K +1,030 New
AP
1058
Americana Partners
Texas
$286K +$250K +971 New
ACS
1059
Archford Capital Strategies
Illinois
$285K +$22.4K +87 +10%
MGIA
1060
Moneta Group Investment Advisors
Missouri
$284K +$28.6K +111 +13%
BP
1061
BNP Paribas
France
$283K +$248K +962 New
KWM
1062
Keebeck Wealth Management
Illinois
$283K -$10.3K -40 -4%
SWM
1063
Spire Wealth Management
Virginia
$282K -$4.38K -17 -2%
BA
1064
Bridgewater Associates
Connecticut
$282K -$8.68M -33,671 -97%
MIM
1065
Marco Investment Management
Georgia
$281K – – –
FFO
1066
Fiduciary Family Office
Florida
$281K – – –
CSPIA
1067
Cary Street Partners Investment Advisory
Virginia
$281K +$246K +953 New
OIA
1068
Optimum Investment Advisors
Illinois
$280K – – –
CWA
1069
CM Wealth Advisors
Ohio
$279K +$250K +972 New
KBFS
1070
Kohmann Bosshard Financial Services
Ohio
$277K +$258 +1 +0.1%
LPT
1071
Legacy Private Trust
Wisconsin
$275K +$3.87K +15 +2%
MCM
1072
Manchester Capital Management
Vermont
$275K +$13.9K +54 +6%
PWM
1073
Perigon Wealth Management
California
$274K -$116K -452 -33%
SFG
1074
Sovereign Financial Group
Connecticut
$271K +$237K +919 New
HCM
1075
Howland Capital Management
Massachusetts
$268K -$5.67K -22 -2%
41 42
43
44 45