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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1226
Sovereign Financial Group
Connecticut
$691K +$29K +44 +5%
DFC
1227
DB Fitzpatrick & Co
Idaho
$690K -$12.5K -19 -2%
AGWCA
1228
Annis Gardner Whiting Capital Advisors
Florida
$688K +$659 +1 +0.1%
MCM
1229
Monument Capital Management
Virginia
$685K +$261K +396 +70%
FC
1230
Fairscale Capital
New Hampshire
$683K – – –
WW
1231
Waterfront Wealth
Kansas
$682K – – –
MWP
1232
Madison Wealth Partners
Wisconsin
$682K +$50.7K +77 +9%
FMLI
1233
Fukoku Mutual Life Insurance
Japan
$681K – – –
LFA
1234
Legacy Financial Advisors
Kentucky
$681K +$12.5K +19 +2%
LSPW
1235
Lake Street Private Wealth
Illinois
$680K -$1.32K -2 -0.2%
PTP
1236
Platform Technology Partners
New York
$680K +$5.27K +8 +0.8%
MHC
1237
May Hill Capital
Massachusetts
$680K +$15.8K +24 +3%
BWM
1238
BlackDiamond Wealth Management
New York
$680K -$50.1K -76 -7%
HWA
1239
Heartwood Wealth Advisors
Virginia
$679K – – –
QCIG
1240
Quad-Cities Investment Group
Iowa
$674K – – –
TWM
1241
Thrive Wealth Management
Pennsylvania
$673K – – –
AFP
1242
Alpha Financial Partners
Kentucky
$672K +$5.93K +9 +1%
MCM
1243
Manchester Capital Management
Vermont
$671K +$659 +1 +0.1%
KBFS
1244
Kohmann Bosshard Financial Services
Ohio
$671K – – –
JHP
1245
James Hambro & Partners
United Kingdom
$669K +$618K +938 New
BWP
1246
Balboa Wealth Partners
Arizona
$667K -$14.5K -22 -2%
SM
1247
Sweeney & Michel
California
$664K – – –
QFW
1248
QTR Family Wealth
Florida
$664K +$77.7K +118 +15%
NCM
1249
Neumann Capital Management
California
$663K – – –
FCH
1250
Freestone Capital Holdings
Washington
$663K +$35.6K +54 +6%
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50
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