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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1401
Wealth Effects
Massachusetts
$216K +$196K +511 New
SWM
1402
Spire Wealth Management
Virginia
$214K -$20.7K -54 -10%
ATIA
1403
American Trust Investment Advisors
New Hampshire
$213K -$46K -120 -19%
BST
1404
Bath Savings Trust
Maine
$213K +$194K +505 New
AMG
1405
Advisors Management Group
Wisconsin
$213K +$193K +503 New
CB
1406
Chris Bulman
California
$213K -$191K -498 -50%
FCG
1407
Fielder Capital Group
Tennessee
$213K +$193K +504 New
PL
1408
Plancorp LLC
Missouri
$212K +$193K +503 New
PJWM
1409
Philip James Wealth Mangement
Georgia
$212K +$193K +503 New
ABWM
1410
Alpine Bank Wealth Management
Colorado
$211K – – –
CFIA
1411
Cantor Fitzgerald Investment Advisors
New York
$211K +$192K +500 New
EWM
1412
Edge Wealth Management
New York
$211K +$192K +500 New
FSA
1413
Financial Security Advisor
Virginia
$211K +$192K +500 New
LGW
1414
Leslie Global Wealth
Illinois
$211K +$192K +500 New
NEPPG
1415
New England Professional Planning Group
Rhode Island
$211K +$192K +500 New
OL
1416
one8zero8 LLC
North Carolina
$211K +$192K +500 New
FDCP
1417
Foster Dykema Cabot & Partners
Massachusetts
$210K – – –
CF
1418
Centaurus Financial
California
$209K +$6.13K +16 +3%
FCMC
1419
Founders Capital Management (Connecticut)
Connecticut
$209K +$189K +494 New
OWA
1420
One Wealth Advisors
California
$208K +$189K +493 New
WCFA
1421
Walkner Condon Financial Advisors
Wisconsin
$208K +$189K +492 New
MSWMA
1422
Market Street Wealth Management Advisors
Indiana
$207K +$187K +489 New
MHR
1423
Matthew Hamilton Rosenberg
$206K – – –
WA
1424
Wealth Architects
California
$206K +$187K +487 New
NPA
1425
Nichols & Pratt Advisers
Massachusetts
$205K +$186K +485 New
55 56
57
58 59