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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1101
Destination Wealth Management
California
$913K +$115K +174 +16%
PA
1102
Prairie Advisory
Kansas
$912K +$843K +1,279 New
HWA
1103
HHM Wealth Advisors
Tennessee
$912K -$12.5K -19 -1%
ATWA
1104
Arbor Trust Wealth Advisors
Michigan
$909K -$59.3K -90 -7%
SC
1105
SouthState Corp
Florida
$899K +$659 +1 +0.1%
SLA
1106
Silver Lake Advisory
Utah
$896K +$1.98K +3 +0.2%
AIP
1107
Ameritas Investment Partners
Nebraska
$896K -$32.9K -50 -4%
CFD
1108
Creative Financial Designs
Indiana
$891K -$11.2K -17 -1%
KA
1109
Kovack Advisors
Florida
$889K -$659 -1 -0.1%
BCMLT
1110
Beacon Capital Management LLC (Tennessee)
Tennessee
$886K +$46.1K +70 +6%
SFGM
1111
Stonebridge Financial Group (Missouri)
Missouri
$885K +$5.93K +9 +0.7%
VVP
1112
Venture Visionary Partners
Ohio
$883K +$101K +154 +14%
FLFS
1113
Family Legacy Financial Solutions
North Carolina
$883K -$105K -159 -11%
VEM
1114
Vann Equity Management
Texas
$883K +$9.22K +14 +1%
O
1115
Ossiam
France
$880K +$813K +1,234 New
LC
1116
LCNB Corp
Ohio
$878K -$3.95K -6 -0.5%
OL
1117
Optas LLC
Texas
$877K -$2.64K -4 -0.3%
CFP
1118
Catalyst Financial Partners
Massachusetts
$874K -$90.9K -138 -10%
BIM
1119
Baldwin Investment Management
Pennsylvania
$874K – – –
KFA
1120
Kapstone Financial Advisors
Ohio
$871K – – –
FAM
1121
Fulcrum Asset Management
United Kingdom
$871K +$830K +1,260 New
SW
1122
SVB Wealth
Massachusetts
$870K -$9.88K -15 -1%
TA
1123
TKG Advisors
Indiana
$867K +$42.2K +64 +6%
OWP
1124
Obermeyer Wealth Partners
Colorado
$865K +$8.56K +13 +1%
LP
1125
LMR Partners
United Kingdom
$861K +$795K +1,207 New
43 44
45
46 47