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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1701
Private Wealth Management Group
New Jersey
$61.8K – – –
HNW
1702
High Note Wealth
Minnesota
$61.3K +$4.21K +9 +8%
HB
1703
Horizon Bancorp
Indiana
$60K – – –
NFSG
1704
Newbridge Financial Services Group
Florida
$59.5K +$12.6K +27 +30%
WIM
1705
Westside Investment Management
California
$59.4K – – –
RBC
1706
Roble Belko & Company
Pennsylvania
$59K +$467 +1 +0.9%
SOS
1707
Silver Oak Securities
Tennessee
$56.7K -$69.2K -148 -57%
CPG
1708
Cornerstone Planning Group
New Jersey
$56.6K -$1.87K -4 -4%
PMFA
1709
Plante Moran Financial Advisors
Michigan
$56.1K +$3.74K +8 +8%
B
1710
Bayban
Minnesota
$55.1K +$50.5K +108 New
LI
1711
LRI Investments
Florida
$54.1K -$79K -169 -61%
SA
1712
Strategic Advocates
Utah
$51.4K – – –
WA
1713
WPG Advisers
Maryland
$51K -$1.87K -4 -4%
APW
1714
Atlantic Private Wealth
North Carolina
$51K – – –
SWA
1715
SOA Wealth Advisors
New York
$50.8K +$7.01K +15 +18%
AA
1716
Addison Advisors
Vermont
$50K +$19.2K +41 +72%
FFO
1717
Fortitude Family Office
Arizona
$49.5K – – –
GKIM
1718
GW&K Investment Management
Massachusetts
$49K – – –
OCM
1719
Osterweis Capital Management
California
$48.5K – – –
QA
1720
Quattro Advisors
Pennsylvania
$48.2K +$43.9K +94 New
S
1721
Sachetta
Massachusetts
$48K – – –
BTD
1722
BankPlus Trust Department
Mississippi
$48K – – –
CIAS
1723
CBIZ Investment Advisory Services
Ohio
$47K +$5.61K +12 +15%
SWP
1724
SIMA Wealth Partners
Virginia
$45.9K -$6.54K -14 -13%
SL
1725
Salomon & Ludwin
Virginia
$45.7K – – –
67 68
69
70 71