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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1976
Thompson Investment Management
Wisconsin
$35.7K – – –
IAS
1977
IMA Advisory Services
Colorado
$35.7K +$19.8K +30 +150%
TWM
1978
Tripletail Wealth Management
Florida
$35.1K – – –
BONH
1979
Bank of New Hampshire
New Hampshire
$34.2K – – –
CMA
1980
Cedar Mountain Advisors
Oregon
$34.2K – – –
FIM
1981
FWL Investment Management
Texas
$34.2K +$17.1K +26 +118%
RWM
1982
Raffa Wealth Management
District of Columbia
$33.5K -$4.61K -7 -13%
WWM
1983
Wolff Wiese Magana
California
$32.8K -$1.32K -2 -4%
EWP
1984
Elevation Wealth Partners
California
$32.8K +$14.5K +22 +92%
MCP
1985
Miller Capital Partners
Michigan
$32.1K – – –
AW
1986
Avion Wealth
Texas
$32K +$3.95K +6 +15%
SGK
1987
Steigerwald Gordon & Koch
Virginia
$31.4K – – –
MAFA
1988
MJT & Associates Financial Advisory
Minnesota
$31.4K -$8.56K -13 -23%
MIM
1989
Marshall Investment Management
Colorado
$31.4K +$29K +44 New
DWM
1990
Dogwood Wealth Management
Kansas
$29.2K +$1.32K +2 +5%
PWA
1991
Physician Wealth Advisors
Utah
$29.2K +$7.91K +12 +41%
FA
1992
Financial Avengers
California
$28.7K – – –
EFMH
1993
E Fund Management (HK)
Hong Kong
$28.5K -$357K -542 -93%
AIM
1994
Axiom Investment Management
New York
$28.5K – – –
MS
1995
Monetary Solutions
Ohio
$28.5K – – –
RC
1996
Rexford Capital
Texas
$28.5K +$3.95K +6 +18%
CWA
1997
Carolina Wealth Advisors
South Carolina
$27.1K – – –
TCM
1998
TD Capital Management
Tennessee
$27K – – –
PAP
1999
Persistent Asset Partners
Hong Kong
$26.4K +$24.4K +37 New
JWM
2000
JPL Wealth Management
Colorado
$25.7K +$1.98K +3 +9%
78 79
80
81 82