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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1976
Marshall Investment Management
Colorado
$31.4K +$29K +44 New
DWM
1977
Dogwood Wealth Management
Kansas
$29.2K +$1.32K +2 +5%
PWA
1978
Physician Wealth Advisors
Utah
$29.2K +$7.91K +12 +41%
FA
1979
Financial Avengers
California
$28.7K – – –
EFMH
1980
E Fund Management (HK)
Hong Kong
$28.5K -$357K -542 -93%
AIM
1981
Axiom Investment Management
New York
$28.5K – – –
MS
1982
Monetary Solutions
Ohio
$28.5K – – –
RC
1983
Rexford Capital
Texas
$28.5K +$3.95K +6 +18%
CWA
1984
Carolina Wealth Advisors
South Carolina
$27.1K – – –
TCM
1985
TD Capital Management
Tennessee
$27K – – –
PAP
1986
Persistent Asset Partners
Hong Kong
$26.4K +$24.4K +37 New
JWM
1987
JPL Wealth Management
Colorado
$25.7K +$1.98K +3 +9%
SEP
1988
Signature Equity Partners
Ohio
$25.3K -$23.1K -35 -50%
MBFW
1989
Morton Brown Family Wealth
Pennsylvania
$24.5K – – –
CAM
1990
Costello Asset Management
Pennsylvania
$23.5K +$2.64K +4 +14%
FWA
1991
Flagship Wealth Advisors
Massachusetts
$23.5K +$21.7K +33 New
KFI
1992
Key Financial Inc
Pennsylvania
$22.8K -$13.2K -20 -38%
SSG
1993
Summit Securities Group
New York
$22.8K +$5.93K +9 +39%
1CP
1994
1015 Capital Partners
Pennsylvania
$22.8K +$17.8K +27 +540%
QL
1995
Quarry LP
New York
$22.1K -$94.2K -143 -82%
FUBT
1996
First United Bank & Trust
Maryland
$21.4K -$9.88K -15 -33%
UFPG
1997
United Financial Planning Group
New York
$21.4K – – –
KPP
1998
Kings Path Partners
Texas
$21.4K +$19.8K +30 New
AF
1999
Alerus Financial
North Dakota
$20.7K – – –
BHWM
2000
Bay Harbor Wealth Management
Maryland
$20.7K +$5.27K +8 +38%
78 79
80
81 82