We are live on ! Find out more
CMI icon

Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1101
SVB Wealth
Massachusetts
$634K -$36.9K -79 -6%
BIM
1102
Baldwin Investment Management
Pennsylvania
$633K – – –
AIM
1103
Advyzon Investment Management
Illinois
$630K +$203K +435 +54%
DIA
1104
Dean Investment Associates
Ohio
$629K -$6.54K -14 -1%
GWMR
1105
GC Wealth Management RIA
Massachusetts
$629K -$1.24M -2,658 -68%
M1FG
1106
Mach-1 Financial Group
Arkansas
$628K +$575K +1,231 New
CFD
1107
Creative Financial Designs
Indiana
$628K +$39.3K +84 +7%
BFG
1108
Beacon Financial Group
Texas
$626K -$3.27K -7 -0.6%
SLA
1109
Silver Lake Advisory
Utah
$625K -$5.14K -11 -0.9%
SF
1110
Summit Financial
New Jersey
$625K +$17.8K +38 +3%
KFA
1111
Kapstone Financial Advisors
Ohio
$624K – – –
AWP
1112
Abacus Wealth Partners
California
$622K +$570K +1,219 New
SWA
1113
SFMG Wealth Advisors
Texas
$622K -$9.35K -20 -2%
AC
1114
Apella Capital
Connecticut
$621K +$6.08K +13 +1%
AU
1115
AlphaGrep UK
$620K +$567K +1,214 New
EHC
1116
Everett Harris & Co
California
$619K -$140K -300 -20%
NAS
1117
Nicolet Advisory Services
Wisconsin
$619K +$7.95K +17 +2%
SM
1118
Sweeney & Michel
California
$617K – – –
TWM
1119
Thrive Wealth Management
Pennsylvania
$616K -$3.74K -8 -0.7%
PCIG
1120
Partners Capital Investment Group
Massachusetts
$615K -$58.4K -125 -9%
CW
1121
CreativeOne Wealth
Kansas
$614K +$9.35K +20 +2%
OL
1122
Optas LLC
Texas
$613K +$49.5K +106 +10%
CBT
1123
Crews Bank & Trust
Florida
$613K – – –
EGA
1124
E&G Advisors
Texas
$613K – – –
FIB
1125
First Interstate Bank
Montana
$613K – – –
43 44
45
46 47