We are live on ! Find out more
CMI icon

Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1551
Tempo Wealth
Ohio
$256K – – –
BPAMU
1552
BTG Pactual Asset Management US
New York
$255K +$13.6K +24 +5%
S
1553
SimplyRich
California
$255K – – –
OWM
1554
OneAscent Wealth Management
Alabama
$254K +$6.22K +11 +2%
ISFAN
1555
Investor's Fiduciary Advisor Network
Washington
$254K -$25.5K -45 -9%
FWA
1556
FSM Wealth Advisors
Ohio
$253K +$17.5K +31 +7%
EFG
1557
Embree Financial Group
Illinois
$251K +$264K +467 New
SPC
1558
Spirepoint Private Client
Florida
$251K -$2.26K -4 -0.9%
DE
1559
Defiance ETFs
New York
$251K +$264K +466 New
BCWM
1560
Bartlett & Co Wealth Management
Ohio
$250K +$11.9K +21 +6%
WA
1561
Wealth Architects
California
$250K -$7.36K -13 -3%
AWM
1562
Aries Wealth Management
Maine
$250K – – –
CH
1563
Cromwell Holdings
Wyoming
$250K – – –
EWA
1564
Exencial Wealth Advisors
Oklahoma
$250K +$263K +464 New
CCAM
1565
Cascades Capital Asset Management
North Carolina
$249K – – –
LWM
1566
LeConte Wealth Management
Tennessee
$248K +$2.83K +5 +1%
WP
1567
Westmount Partners
California
$247K +$260K +459 New
FFP
1568
FourThought Financial Partners
Florida
$246K -$23.8K -42 -8%
HCM
1569
Howard Capital Management
Georgia
$246K -$231K -409 -47%
FMTC
1570
Farmers & Merchants Trust Company
California
$246K – – –
RA
1571
Riversedge Advisors
Delaware
$245K +$1.13K +2 +0.4%
HCM
1572
Hudson Capital Management
New Jersey
$245K +$258K +456 New
NC
1573
nVerses Capital
Florida
$245K +$258K +456 New
VC
1574
Veery Capital
Delaware
$245K +$257K +455 New
LA
1575
Legacy Advisors
Pennsylvania
$243K -$7.92K -14 -3%
61 62
63
64 65