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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1401
Alpha Family Trust
California
$471K – – –
MAWA
1402
Moss Adams Wealth Advisors
Washington
$469K +$9.88K +15 +2%
DLA
1403
Douglas Lane & Associates
New York
$469K +$54K +82 +14%
FPCG
1404
Forum Private Client Group
Indiana
$468K +$1.98K +3 +0.5%
TFG
1405
Taylor Financial Group
Virginia
$467K – – –
RZH
1406
Relyea Zuckerberg Hanson
Connecticut
$467K +$5.27K +8 +1%
CPW
1407
Crestmont Private Wealth
Texas
$466K -$11.2K -17 -3%
BW
1408
BXM Wealth
Colorado
$466K +$431K +654 New
CCA
1409
Childress Capital Advisors
Texas
$466K -$13.8K -21 -3%
ISL
1410
Ingalls & Snyder LLC
New York
$466K +$3.95K +6 +0.9%
LMFP
1411
Larry Mathis Financial Planning
Arizona
$466K -$87K -132 -17%
TBT
1412
Texas Bank & Trust
Texas
$466K – – –
KFA
1413
Kelleher Financial Advisors
New York
$465K -$31.6K -48 -7%
RA
1414
Riversedge Advisors
Delaware
$465K +$129K +196 +43%
MWA
1415
Madson Wealth Advisors
California
$463K +$15.8K +24 +4%
OF
1416
Optimize Financial
California
$463K -$1.32K -2 -0.3%
SCS
1417
Sound Capital Solutions
Florida
$463K +$428K +649 New
FC
1418
FORA Capital
Florida
$462K -$19.7M -29,915 -98%
PVI
1419
Pine Valley Investments
New Jersey
$460K +$5.27K +8 +1%
PAMS
1420
Pinpoint Asset Management (Singapore)
$459K +$424K +643 New
SPWG
1421
Sage Private Wealth Group
Illinois
$457K +$1.32K +2 +0.3%
CAAS
1422
Capital Asset Advisory Services
Michigan
$457K +$2.64K +4 +0.6%
GLLW
1423
Graves Light Lenhart Wealth
Virginia
$456K – – –
PWS
1424
Pursuit Wealth Strategies
North Carolina
$456K -$44.1K -67 -9%
BWM
1425
Bullock Wealth Management
Indiana
$455K +$659 +1 +0.2%
55 56
57
58 59