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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1251
Heartwood Wealth Advisors
Virginia
$512K – – –
PTP
1252
Platform Technology Partners
New York
$509K +$107K +189 +25%
QCIG
1253
Quad-Cities Investment Group
Iowa
$508K +$566 +1 +0.1%
3IP
1254
3Chopt Investment Partners
Virginia
$507K +$24.9K +44 +5%
TWM
1255
Thrive Wealth Management
Pennsylvania
$507K -$149K -264 -22%
KBFS
1256
Kohmann Bosshard Financial Services
Ohio
$506K – – –
MCM
1257
Manchester Capital Management
Vermont
$506K – – –
EFG
1258
Everest Financial Group
Minnesota
$505K +$15.8K +28 +3%
LA
1259
LVW Advisors
New York
$504K +$530K +937 New
CAM
1260
Cidel Asset Management
Ontario, Canada
$504K +$49.8K +88 +10%
LFA
1261
Legacy Financial Advisors
Kentucky
$503K +$18.1K +32 +4%
SACTSONJ
1262
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$503K +$529K +935 New
AFP
1263
Alpha Financial Partners
Kentucky
$502K -$68.5K -121 -11%
SVWAG
1264
Sound View Wealth Advisors Group
Georgia
$501K -$28.3K -50 -5%
OP
1265
Oslo Pensjonsforsikring
$501K +$527K +931 New
QFW
1266
QTR Family Wealth
Florida
$501K +$9.05K +16 +2%
NCM
1267
Neumann Capital Management
California
$500K – – –
MHC
1268
May Hill Capital
Massachusetts
$500K +$526K +930 New
CP
1269
Castleview Partners
Texas
$500K -$249K -440 -32%
RIG
1270
RiverFront Investment Group
Virginia
$500K +$205K +363 +64%
SFG
1271
Sovereign Financial Group
Connecticut
$498K +$3.4K +6 +0.7%
ZF
1272
Zhang Financial
Michigan
$495K – – –
1WM
1273
1900 Wealth Management
Texas
$494K -$20.9K -37 -4%
FC
1274
Fulcrum Capital
Washington
$493K -$66.2K -117 -11%
LA
1275
LexAurum Advisors
Kansas
$492K +$517K +914 New
49 50
51
52 53