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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1126
Alpha Financial Partners
Kentucky
$439K +$398K +1,039 New
BWP
1127
Balboa Wealth Partners
Arizona
$438K +$40.6K +106 +11%
OFO
1128
OneAscent Family Office
Alabama
$438K -$6.9K -18 -2%
FC
1129
Fulcrum Capital
Washington
$437K – – –
BMWS
1130
Brady Martz Wealth Solutions
North Dakota
$434K +$767 +2 +0.2%
TWM
1131
Tradition Wealth Management
Minnesota
$429K +$24.9K +65 +7%
JCM
1132
J2 Capital Management
Michigan
$428K +$26.5K +69 +7%
SM
1133
Sweeney & Michel
California
$426K – – –
GLF
1134
Groupe la Francaise
France
$425K -$79.7K -208 -17%
PF
1135
Phoenix Financial
Israel
$424K +$130K +338 +51%
CPCM
1136
Cardinal Point Capital Management
Ontario, Canada
$422K – – –
CIA
1137
Cladis Investment Advisory
Montana
$422K – – –
GI
1138
GS Investments
Minnesota
$422K – – –
MAM
1139
Mystic Asset Management
Rhode Island
$422K – – –
AGA
1140
Arkos Global Advisors
Texas
$422K – – –
QCIG
1141
Quad-Cities Investment Group
Iowa
$419K +$767 +2 +0.2%
MCM
1142
Manchester Capital Management
Vermont
$418K -$4.22K -11 -1%
SIA
1143
Soltis Investment Advisors
Utah
$416K -$383 -1 -0.1%
CFCI
1144
Comprehensive Financial Consultants Institutional
Indiana
$416K -$383 -1 -0.1%
CP
1145
Covenant Partners
Tennessee
$414K – – –
WW
1146
Waterfront Wealth
Kansas
$413K +$5.37K +14 +1%
GSWM
1147
Golden State Wealth Management
California
$413K +$23.4K +61 +7%
HI
1148
Hudock Inc
Pennsylvania
$409K +$29.5K +77 +9%
LOPW
1149
Live Oak Private Wealth
North Carolina
$407K – – –
SPA
1150
Sherbrooke Park Advisers
New York
$406K +$369K +962 New
44 45
46
47 48