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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1526
One Wealth Advisors
California
$357K +$5.27K +8 +2%
ABWM
1527
Alpine Bank Wealth Management
Colorado
$357K – – –
EWM
1528
Edge Wealth Management
New York
$357K – – –
NEPPG
1529
New England Professional Planning Group
Rhode Island
$357K – – –
OL
1530
one8zero8 LLC
North Carolina
$357K – – –
SC
1531
Shearwater Capital
Colorado
$357K – – –
BNA
1532
BankChampaign National Association
Illinois
$357K +$329K +500 New
MI
1533
Markowski Investments
Florida
$356K +$329K +499 New
FDCP
1534
Foster Dykema Cabot & Partners
Massachusetts
$355K – – –
OIMU
1535
Osmosis Investment Management UK
United Kingdom
$355K +$328K +498 New
JCM
1536
J2 Capital Management
Michigan
$354K -$34.9K -53 -10%
MHR
1537
Matthew Hamilton Rosenberg
$353K +$29K +44 +10%
SWM
1538
Stockman Wealth Management
Montana
$351K +$8.56K +13 +3%
TW
1539
Tempo Wealth
Ohio
$349K +$8.56K +13 +3%
OPWM
1540
Oxinas Partners Wealth Management
Indiana
$349K +$56.7K +86 +21%
RIAS
1541
Rachor Investment Advisory Services
Michigan
$348K +$659 +1 +0.2%
CP
1542
Camelot Portfolios
Ohio
$348K -$242K -367 -43%
RAS
1543
RPS Advisory Solutions
Kentucky
$347K +$321K +487 New
BIA
1544
Beacon Investment Advisors
Maryland
$347K +$659 +1 +0.2%
BFS
1545
BridgePort Financial Solutions
Iowa
$345K -$34.9K -53 -10%
KSB
1546
Kennebec Savings Bank
Maine
$345K +$305K +463 +2,205%
CFM
1547
Compass Financial Management
Florida
$344K +$332K +504 New
FWA
1548
FSM Wealth Advisors
Ohio
$343K +$7.25K +11 +2%
WC
1549
Wexford Capital
Florida
$341K – – –
EP
1550
Essential Partners
California
$340K -$1.79M -2,721 -85%
60 61
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63 64