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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1201
Live Oak Private Wealth
North Carolina
$722K +$32.9K +50 +5%
TP
1202
TritonPoint Partners
Maryland
$722K +$667K +1,013 New
MAM
1203
Mirabaud Asset Management
United Kingdom
$722K -$1.13M -1,712 -62%
RFS
1204
RM Financial Services
Maine
$713K -$62.6K -95 -9%
ECM
1205
EagleClaw Capital Management
Massachusetts
$713K -$32.9K -50 -5%
GWMR
1206
GC Wealth Management RIA
Massachusetts
$713K -$7.91K -12 -1%
CPCM
1207
Cardinal Point Capital Management
Ontario, Canada
$713K – – –
CIA
1208
Cladis Investment Advisory
Montana
$713K – – –
MAM
1209
Mystic Asset Management
Rhode Island
$706K -$3.29K -5 -0.5%
EFG
1210
Everest Financial Group
Minnesota
$705K +$33.6K +51 +5%
KFGK
1211
Keystone Financial Group (Kentucky)
Kentucky
$702K +$271K +411 +72%
GSWM
1212
Golden State Wealth Management
California
$698K +$659 +1 +0.1%
NFTC
1213
North Forty Two & Co
Oregon
$695K -$26.4K -40 -4%
KP
1214
Keel Point
Alabama
$693K -$169K -257 -21%
JC
1215
JB Capital
Connecticut
$693K -$46.8K -71 -7%
FA
1216
Fiduciary Alliance
South Carolina
$692K +$640K +971 New
SFG
1217
Sovereign Financial Group
Connecticut
$691K +$29K +44 +5%
DFC
1218
DB Fitzpatrick & Co
Idaho
$690K -$12.5K -19 -2%
AGWCA
1219
Annis Gardner Whiting Capital Advisors
Florida
$688K +$659 +1 +0.1%
MCM
1220
Monument Capital Management
Virginia
$685K +$261K +396 +70%
FC
1221
Fairscale Capital
New Hampshire
$683K – – –
WW
1222
Waterfront Wealth
Kansas
$682K – – –
MWP
1223
Madison Wealth Partners
Wisconsin
$682K +$50.7K +77 +9%
FMLI
1224
Fukoku Mutual Life Insurance
Japan
$681K – – –
LFA
1225
Legacy Financial Advisors
Kentucky
$681K +$12.5K +19 +2%
47 48
49
50 51