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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1076
SOA Wealth Advisors
New York
$41K +$38.2K +170 New
FFA
1077
Freedman Financial Associates
Massachusetts
$40K +$39.5K +176 New
VCG
1078
Vantage Consulting Group
Virginia
$40K +$40K +178 New
EFSCE
1079
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$16.4K -73 -30%
TFO
1080
Tarbox Family Office
California
$37K -$1.35K -6 -4%
CWC
1081
Carolinas Wealth Consulting
North Carolina
$37K +$21.3K +95 +136%
PWM
1082
Perigon Wealth Management
California
$37K +$36.2K +161 New
FHC
1083
First Horizon Corporation
Tennessee
$35K – – –
LC
1084
Lindbrook Capital
California
$35K +$5.61K +25 +20%
HWA
1085
HHM Wealth Advisors
Tennessee
$34K – – –
PAI
1086
Pittenger & Anderson Inc
Nebraska
$34K – – –
RPWA
1087
Regent Peak Wealth Advisors
Georgia
$32K +$31.2K +139 New
TC
1088
Trust Company
Kansas
$31K +$1.57K +7 +5%
MIM
1089
Meridiem Investment Management
United Kingdom
$31K +$30.8K +137 New
BWM
1090
Baystate Wealth Management
Massachusetts
$30K – – –
GAM
1091
Gemmer Asset Management
California
$30K – – –
APC
1092
Aspire Private Capital
North Carolina
$29K – – –
MA
1093
Montag & Associates
Georgia
$29K +$28.5K +127 New
EI
1094
Ellevest Inc
New York
$28K +$28.1K +125 New
CB
1095
CNB Bank
Pennsylvania
$26K – – –
CAM
1096
CenterStar Asset Management
Illinois
$25K – – –
VLKIM
1097
Van Lanschot Kempen Investment Management
Netherlands
$25K – – –
NFSG
1098
Newbridge Financial Services Group
Florida
$25K +$24.5K +109 New
EA
1099
Elm Advisors
California
$24K +$23.6K +105 New
PMFA
1100
Plante Moran Financial Advisors
Michigan
$23K -$5.61K -25 -20%
42 43
44
45 46