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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1126
Mount Yale Investment Advisors
Colorado
$610K +$57K +122 +11%
DWA
1127
Douglass Winthrop Advisors
New York
$608K – – –
EM
1128
Excalibur Management
Massachusetts
$606K -$26.2K -56 -5%
FCFC
1129
First Commonwealth Financial Corp
Pennsylvania
$606K -$21.5K -46 -4%
GWM
1130
Graybill Wealth Management
Illinois
$603K – – –
EW
1131
Evoke Wealth
California
$603K +$54.7K +117 +11%
MTIC
1132
Missouri Trust & Investment Company
Missouri
$602K +$55.2K +118 +11%
WC
1133
Waterloo Capital
Texas
$602K +$255K +546 +86%
GIA
1134
Gladstone Institutional Advisory
Florida
$599K -$32.3K -69 -6%
EWM
1135
Evercore Wealth Management
New York
$596K -$6.08K -13 -1%
BGAI
1136
Bruce G. Allen Investments
Colorado
$595K -$5.61K -12 -1%
SFG
1137
Seamount Financial Group
Colorado
$592K – – –
PAI
1138
Pittenger & Anderson Inc
Nebraska
$590K +$341K +729 +171%
CA
1139
Crumly & Associates
Illinois
$589K -$2.34K -5 -0.4%
PCM
1140
Prelude Capital Management
New York
$588K +$538K +1,152 New
EB
1141
Eastern Bank
Massachusetts
$587K +$140K +300 +35%
ACG
1142
Allen Capital Group
Nebraska
$585K +$17.8K +38 +3%
SFGM
1143
Stonebridge Financial Group (Missouri)
Missouri
$581K +$532K +1,139 New
SA
1144
Sonoma Allocations
California
$581K +$181K +388 +64%
PWPS
1145
Pinnacle Wealth Planning Services
Ohio
$580K +$41.1K +88 +8%
OFO
1146
OneAscent Family Office
Alabama
$580K +$46.7K +100 +10%
PTC
1147
Philadelphia Trust Company
Pennsylvania
$577K – – –
KA
1148
Klingman & Associates
New York
$576K +$3.27K +7 +0.6%
CP
1149
Camelot Portfolios
Ohio
$576K -$172K -369 -25%
VA
1150
VestGen Advisors
Illinois
$576K -$91.6K -196 -15%
44 45
46
47 48