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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1501
Key Financial Inc
Pennsylvania
$11.3K – – –
RWM
1502
Raffa Wealth Management
District of Columbia
$11.3K – – –
SO
1503
Sierra Ocean
California
$10.8K – – –
DF
1504
Dunhill Financial
United Kingdom
$10.6K -$1.06K -3 -8%
MC
1505
Montag & Caldwell
Georgia
$10.3K – – –
SC
1506
Stephens Consulting
Michigan
$9.72K +$10.9K +31 New
SHIM
1507
Stone House Investment Management
Pennsylvania
$9.53K +$10.6K +30 New
CWA
1508
Carolina Wealth Advisors
South Carolina
$9.4K – – –
CWC
1509
Carolinas Wealth Consulting
North Carolina
$9.4K +$705 +2 +7%
MSWA
1510
Marshall & Sterling Wealth Advisors
New York
$9.4K +$1.41K +4 +15%
HC
1511
Hurley Capital
New York
$8.86K – – –
GTAM
1512
Global Trust Asset Management
Florida
$8.78K -$16.6K -47 -63%
TF
1513
Tompkins Financial
New York
$8.78K +$9.86K +28 New
CTC
1514
Cetera Trust Company
Minnesota
$8.15K – – –
AW
1515
Avion Wealth
Texas
$8K – – –
AF
1516
Atala Financial
California
$7.84K – – –
MSWM
1517
Mowery & Schoenfeld Wealth Management
Illinois
$7.21K -$1.06K -3 -12%
W
1518
WealthCollab
Washington
$6.9K +$7.75K +22 New
OP
1519
ORG Partners
Indiana
$6.67K -$705 -2 -9%
AWM
1520
Abound Wealth Management
Tennessee
$6.28K – – –
CCMI
1521
Creative Capital Management Investments
California
$5.96K -$3.17K -9 -32%
FCMT
1522
Founders Capital Management (Texas)
Texas
$5.96K – – –
BWL
1523
Bogart Wealth LLC
Virginia
$5.96K +$352 +1 +6%
PWMG
1524
Prestige Wealth Management Group
New Jersey
$5.64K – – –
WCM
1525
Westend Capital Management
California
$5.64K – – –
59 60
61
62 63