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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1201
Armis Advisers
Georgia
$731K +$9.88K +15 +1%
ACS
1202
Archford Capital Strategies
Illinois
$730K -$40.2K -61 -6%
ZF
1203
Zhang Financial
Michigan
$729K +$67.2K +102 +11%
UWM
1204
Urban Wealth Management
California
$728K +$376K +570 +126%
PT
1205
Plimoth Trust
Massachusetts
$726K -$13.2K -20 -2%
SFG
1206
SageGuard Financial Group
Tennessee
$725K – – –
BIM
1207
Bridges Investment Management
Nebraska
$724K – – –
JMBA
1208
J. M. Brown & Associates
Oklahoma
$723K +$668K +1,014 New
CBB
1209
Citizens Business Bank
California
$722K -$656K -995 -50%
LOPW
1210
Live Oak Private Wealth
North Carolina
$722K +$32.9K +50 +5%
TP
1211
TritonPoint Partners
Maryland
$722K +$667K +1,013 New
MAM
1212
Mirabaud Asset Management
United Kingdom
$722K -$1.13M -1,712 -62%
RFS
1213
RM Financial Services
Maine
$713K -$62.6K -95 -9%
ECM
1214
EagleClaw Capital Management
Massachusetts
$713K -$32.9K -50 -5%
GWMR
1215
GC Wealth Management RIA
Massachusetts
$713K -$7.91K -12 -1%
CPCM
1216
Cardinal Point Capital Management
Ontario, Canada
$713K – – –
CIA
1217
Cladis Investment Advisory
Montana
$713K – – –
MAM
1218
Mystic Asset Management
Rhode Island
$706K -$3.29K -5 -0.5%
EFG
1219
Everest Financial Group
Minnesota
$705K +$33.6K +51 +5%
KFGK
1220
Keystone Financial Group (Kentucky)
Kentucky
$702K +$271K +411 +72%
GSWM
1221
Golden State Wealth Management
California
$698K +$659 +1 +0.1%
NFTC
1222
North Forty Two & Co
Oregon
$695K -$26.4K -40 -4%
KP
1223
Keel Point
Alabama
$693K -$169K -257 -21%
JC
1224
JB Capital
Connecticut
$693K -$46.8K -71 -7%
FA
1225
Fiduciary Alliance
South Carolina
$692K +$640K +971 New
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50 51