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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1751
Financial Council
Maryland
$243K +$225K +341 New
NWA
1752
New World Advisors
Massachusetts
$243K +$225K +341 New
SAM
1753
Stembrook Asset Management
New Jersey
$242K +$224K +340 New
SOW
1754
State of Wyoming
Wyoming
$242K +$119K +181 +115%
WCM
1755
WealthBridge Capital Management
Ohio
$241K +$222K +337 New
BWP
1756
Baldwin Wealth Partners
Massachusetts
$240K +$222K +337 New
LWA
1757
LifeGoal Wealth Advisors
New York
$240K +$222K +337 New
PFG
1758
Putney Financial Group
California
$240K +$221K +336 New
JSL
1759
JT Stratford LLC
Georgia
$239K +$221K +335 New
PCM
1760
Prelude Capital Management
New York
$239K +$221K +335 New
JTF
1761
J. Team Financial
Texas
$239K +$220K +334 New
ST
1762
Smithfield Trust
Pennsylvania
$238K – – –
BRPW
1763
Ballast Rock Private Wealth
South Carolina
$237K +$219K +333 New
VDC
1764
Van Diest Capital
Iowa
$237K -$242K -367 -52%
CWP
1765
Curated Wealth Partners
California
$236K +$218K +331 New
AWC
1766
Abundance Wealth Counselors
Pennsylvania
$235K +$217K +330 New
BIA
1767
Bigelow Investment Advisors
Maine
$235K +$217K +330 New
MWM
1768
Manske Wealth Management
Texas
$235K +$217K +330 New
TTWM
1769
TCV Trust & Wealth Management
Virginia
$235K +$217K +330 New
SA
1770
Sovran Advisors
California
$235K +$14.5K +22 +6%
PIA
1771
Perennial Investment Advisors
California
$233K +$215K +327 New
BWM
1772
BCS Wealth Management
Tennessee
$233K +$215K +326 New
BIAS
1773
Beacon Investment Advisory Services
New Jersey
$232K +$659 +1 +0.3%
FFC
1774
First Financial Corp
Indiana
$231K – – –
PFA
1775
Petra Financial Advisors
Colorado
$231K +$213K +323 New
69 70
71
72 73