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Cummins
CMI

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