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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1876
Global Trust Asset Management
Florida
$15.1K – – –
LC
1877
Lavaca Capital
Texas
$14.5K -$2.83K -5 -16%
DF
1878
DecisionPoint Financial
Arizona
$14.5K – – –
PSFG
1879
Park Square Financial Group
Georgia
$14.5K +$15.3K +27 New
CTC
1880
Cetera Trust Company
Minnesota
$14K – – –
MSWA
1881
Marshall & Sterling Wealth Advisors
New York
$14K – – –
OC
1882
Oakworth Capital
Alabama
$13.5K – – –
LWM
1883
Lodestone Wealth Management
Washington
$13.2K – – –
MAM
1884
Marquette Asset Management
Minnesota
$12.9K – – –
EWP
1885
Elevation Wealth Partners
California
$12.9K +$2.26K +4 +20%
AWM
1886
Abound Wealth Management
Tennessee
$12.9K -$3.96K -7 -23%
MSWM
1887
Mowery & Schoenfeld Wealth Management
Illinois
$12.4K -$2.26K -4 -15%
SSG
1888
Summit Securities Group
New York
$12.4K -$104K -183 -89%
VWA
1889
Valued Wealth Advisors
Utah
$11.9K +$2.26K +4 +22%
KG
1890
Kilter Group
New York
$11.8K -$3.4K -6 -21%
FIM
1891
FWL Investment Management
Texas
$11.8K -$29.4K -52 -70%
BHWM
1892
Bay Harbor Wealth Management
Maryland
$11.3K +$3.96K +7 +50%
KSB
1893
Kennebec Savings Bank
Maine
$11.3K +$11.9K +21 New
LWMI
1894
Legacy Wealth Management (Idaho)
Idaho
$10.8K – – –
IAS
1895
IMA Advisory Services
Colorado
$10.8K – – –
BCM
1896
Boreal Capital Management
Florida
$10.2K – – –
FCMT
1897
Founders Capital Management (Texas)
Texas
$10.2K – – –
AIM
1898
Access Investment Management
Georgia
$9.69K – – –
PWMG
1899
Prestige Wealth Management Group
New Jersey
$9.69K – – –
WCM
1900
Westend Capital Management
California
$9.68K – – –
74 75
76
77 78