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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
1876
United Financial Planning Group
New York
$16.1K +$17K +30 New
CAM
1877
Costello Asset Management
Pennsylvania
$15.6K -$6.79K -12 -29%
AF
1878
Alerus Financial
North Dakota
$15.6K -$566 -1 -3%
PWA
1879
Physician Wealth Advisors
Utah
$15.6K – – –
GTAM
1880
Global Trust Asset Management
Florida
$15.1K – – –
LC
1881
Lavaca Capital
Texas
$14.5K -$2.83K -5 -16%
DF
1882
DecisionPoint Financial
Arizona
$14.5K – – –
PSFG
1883
Park Square Financial Group
Georgia
$14.5K +$15.3K +27 New
CTC
1884
Cetera Trust Company
Minnesota
$14K – – –
MSWA
1885
Marshall & Sterling Wealth Advisors
New York
$14K – – –
OC
1886
Oakworth Capital
Alabama
$13.5K – – –
LWM
1887
Lodestone Wealth Management
Washington
$13.2K – – –
MAM
1888
Marquette Asset Management
Minnesota
$12.9K – – –
EWP
1889
Elevation Wealth Partners
California
$12.9K +$2.26K +4 +20%
AWM
1890
Abound Wealth Management
Tennessee
$12.9K -$3.96K -7 -23%
MSWM
1891
Mowery & Schoenfeld Wealth Management
Illinois
$12.4K -$2.26K -4 -15%
SSG
1892
Summit Securities Group
New York
$12.4K -$104K -183 -89%
VWA
1893
Valued Wealth Advisors
Utah
$11.9K +$2.26K +4 +22%
KG
1894
Kilter Group
New York
$11.8K -$3.4K -6 -21%
FIM
1895
FWL Investment Management
Texas
$11.8K -$29.4K -52 -70%
BHWM
1896
Bay Harbor Wealth Management
Maryland
$11.3K +$3.96K +7 +50%
KSB
1897
Kennebec Savings Bank
Maine
$11.3K +$11.9K +21 New
LWMI
1898
Legacy Wealth Management (Idaho)
Idaho
$10.8K – – –
BIM
1899
Bullseye Investment Management
Ohio
$10.8K – – –
IAS
1900
IMA Advisory Services
Colorado
$10.8K – – –
74 75
76
77 78