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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1126
Portside Wealth Group
Utah
$234K +$204K +793 New
MMHP
1127
Murphy Middleton Hinkle & Parker
Georgia
$233K +$204K +791 New
ZIG
1128
Zullo Investment Group
Pennsylvania
$232K +$203K +787 New
FWIA
1129
Fort Washington Investment Advisors
Ohio
$232K +$203K +787 New
CIAS
1130
Capital Investment Advisory Services
North Carolina
$231K +$202K +785 New
CRC
1131
Curi RMB Capital
Illinois
$229K -$28.3K -110 -12%
ATIA
1132
American Trust Investment Advisors
New Hampshire
$227K -$73.4K -285 -27%
ATC
1133
Adirondack Trust Company
New York
$227K – – –
AL
1134
Aspiriant LLC
California
$225K +$197K +764 New
AAMC
1135
Asset Allocation & Management Company
Illinois
$225K +$197K +763 New
AA
1136
Advisory Alpha
Michigan
$225K +$196K +762 New
RWA
1137
River Wealth Advisors
Pennsylvania
$224K +$196K +761 New
PP
1138
PDS Planning
Ohio
$224K +$196K +760 New
CF
1139
Centaurus Financial
California
$223K +$40.7K +158 +26%
MWM
1140
Meridian Wealth Management
Kentucky
$222K +$194K +752 New
RAM
1141
Ramirez Asset Management
New York
$218K – – –
EWM
1142
Evermay Wealth Management
Virginia
$217K -$19.8K -77 -9%
KP
1143
Keel Point
Alabama
$216K +$189K +733 New
AI
1144
AXS Investments
New York
$215K +$14.2K +55 +8%
PNC
1145
Park National Corp
Ohio
$215K +$188K +730 New
PWW
1146
Pettyjohn Wood & White
Virginia
$215K +$188K +730 New
RFN
1147
Redwood Financial Network
Ohio
$215K -$63.9K -248 -25%
AAIS
1148
ABN AMRO Investment Solutions
$212K +$186K +721 New
SMA
1149
Sage Mountain Advisors
Georgia
$211K +$185K +717 New
OQS
1150
Occudo Quantitative Strategies
Florida
$208K -$4.42M -17,163 -96%
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47 48