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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1126
Portside Wealth Group
Utah
$860K +$46.1K +70 +6%
BFG
1127
Beacon Financial Group
Texas
$860K -$13.8K -21 -2%
WMA
1128
West Michigan Advisors
Michigan
$860K +$326K +495 +70%
GSC
1129
G&S Capital
Colorado
$858K -$11.9K -18 -1%
SSA
1130
Shepherd Street Advisors
California
$856K -$25K -38 -3%
CBT
1131
Crews Bank & Trust
Florida
$856K – – –
EGA
1132
E&G Advisors
Texas
$856K – – –
FIB
1133
First Interstate Bank
Montana
$856K – – –
DWA
1134
Douglass Winthrop Advisors
New York
$855K -$28.3K -43 -3%
KWM
1135
Keebeck Wealth Management
Illinois
$853K -$116K -176 -13%
DBIA
1136
Dumont & Blake Investment Advisors
New Jersey
$849K -$56K -85 -7%
AC
1137
Avestar Capital
New York
$849K +$659 +1 +0.1%
BM
1138
Berman McAleer
Maryland
$846K -$246K -374 -24%
FFO
1139
Fiduciary Family Office
Florida
$843K -$464K -704 -37%
GWM
1140
Graybill Wealth Management
Illinois
$843K – – –
SAM
1141
Secure Asset Management
Michigan
$843K – – –
EHC
1142
Everett Harris & Co
California
$834K -$28.3K -43 -4%
3IP
1143
3Chopt Investment Partners
Virginia
$834K +$150K +227 +24%
EWM
1144
Evercore Wealth Management
New York
$833K – – –
TWM
1145
Tradition Wealth Management
Minnesota
$833K +$115K +174 +18%
KA
1146
Klingman & Associates
New York
$830K +$6.59K +10 +0.9%
PCG
1147
Prosperity Consulting Group
Maryland
$826K +$58.6K +89 +8%
ACG
1148
Allen Capital Group
Nebraska
$819K -$6.59K -10 -0.9%
SGAM
1149
Smith Group Asset Management
Texas
$819K +$756K +1,148 New
PWPS
1150
Pinnacle Wealth Planning Services
Ohio
$812K +$23.1K +35 +3%
44 45
46
47 48