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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1301
RB Capital Management
Nevada
$207K +$195K +631 New
CAG
1302
Centerpoint Advisory Group
Kansas
$206K +$195K +630 New
LWP
1303
LMG Wealth Partners
Louisiana
$206K +$194K +628 New
ATIA
1304
American Trust Investment Advisors
New Hampshire
$205K -$36.2K -117 -16%
TWP
1305
Total Wealth Planning
Ohio
$204K +$193K +622 New
PHAM
1306
Palisades Hudson Asset Management
Florida
$203K – – –
SFB
1307
STAR Financial Bank
Indiana
$202K -$31K -100 -14%
LIM
1308
Leavell Investment Management
Alabama
$202K +$191K +617 New
QFW
1309
QTR Family Wealth
Florida
$202K +$191K +616 New
LFA
1310
Legacy Financial Advisors
Kentucky
$201K -$19.5K -63 -9%
MWG
1311
Martin Worley Group
Utah
$201K +$190K +613 New
JSW
1312
Journey Strategic Wealth
New Jersey
$200K +$189K +612 New
NCMW
1313
Northern Capital Management (Washington)
Washington
$200K +$189K +611 New
FAFN
1314
First Affirmative Financial Network
Colorado
$200K -$17K -55 -8%
ATC
1315
Adirondack Trust Company
New York
$185K -$929 -3 -0.5%
BCWM
1316
Bartlett & Co Wealth Management
Ohio
$183K -$310 -1 -0.2%
SWM
1317
Spire Wealth Management
Virginia
$183K -$38.4K -124 -18%
SAM
1318
S.A. Mason
Michigan
$180K – – –
AAG
1319
Armstrong Advisory Group
Massachusetts
$177K -$8.05K -26 -5%
C
1320
Covestor
United Kingdom
$176K +$85.8K +277 +107%
MEG
1321
Millstone Evans Group
Colorado
$173K – – –
CA
1322
Crewe Advisors
Utah
$172K -$4.64K -15 -3%
ABWM
1323
Alpine Bank Wealth Management
Colorado
$164K – – –
FDCP
1324
Foster Dykema Cabot & Partners
Massachusetts
$163K – – –
MHR
1325
Matthew Hamilton Rosenberg
$160K +$76.2K +246 +102%
51 52
53
54 55