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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1151
Everett Harris & Co
California
$834K -$28.3K -43 -4%
3IP
1152
3Chopt Investment Partners
Virginia
$834K +$150K +227 +24%
EWM
1153
Evercore Wealth Management
New York
$833K – – –
TWM
1154
Tradition Wealth Management
Minnesota
$833K +$115K +174 +18%
KA
1155
Klingman & Associates
New York
$830K +$6.59K +10 +0.9%
PCG
1156
Prosperity Consulting Group
Maryland
$826K +$58.6K +89 +8%
ACG
1157
Allen Capital Group
Nebraska
$819K -$6.59K -10 -0.9%
SGAM
1158
Smith Group Asset Management
Texas
$819K +$756K +1,148 New
PWPS
1159
Pinnacle Wealth Planning Services
Ohio
$812K +$23.1K +35 +3%
UCMOK
1160
United Capital Management of KS
Kansas
$808K -$1.31M -1,992 -64%
PTC
1161
Philadelphia Trust Company
Pennsylvania
$806K – – –
CSB
1162
City State Bank
Iowa
$805K – – –
OAS
1163
Optivise Advisory Services
Tennessee
$804K +$50.7K +77 +7%
SWA
1164
SFMG Wealth Advisors
Texas
$804K -$53.4K -81 -7%
CFG
1165
Carr Financial Group
Massachusetts
$800K +$2.64K +4 +0.4%
LA
1166
LVW Advisors
New York
$800K +$122K +185 +20%
EB
1167
Eastern Bank
Massachusetts
$797K -$77.1K -117 -9%
WPP
1168
Whalerock Point Partners
Rhode Island
$796K – – –
PWP
1169
Perfromance Wealth Partners
Illinois
$795K +$3.29K +5 +0.5%
WFMPM
1170
Woodley Farra Manion Portfolio Management
Indiana
$794K -$6.59K -10 -0.9%
SWM
1171
Sterling Wealth Management
Illinois
$792K – – –
SWASL
1172
Spartan Wealth Advisory Services LLC
Michigan
$787K -$3.29K -5 -0.5%
FFA
1173
Florida Financial Advisors
Florida
$786K +$48.8K +74 +7%
UFF
1174
USA Financial Formulas
Michigan
$785K -$258K -391 -26%
KSWWM
1175
Keyes Stange & Wooten Wealth Management
Florida
$785K +$1.32K +2 +0.2%
45 46
47
48 49