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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2001
Valued Wealth Advisors
Utah
$20.1K +$3.95K +6 +27%
GTAM
2002
Global Trust Asset Management
Florida
$20K – – –
ACA
2003
American Capital Advisory
Idaho
$20K +$14.5K +22 +367%
DF
2004
DecisionPoint Financial
Arizona
$19.8K +$1.32K +2 +7%
CCMI
2005
Creative Capital Management Investments
California
$19.3K +$11.2K +17 +170%
CTC
2006
Cetera Trust Company
Minnesota
$18.5K – – –
MSWA
2007
Marshall & Sterling Wealth Advisors
New York
$18.5K – – –
OC
2008
Oakworth Capital
Alabama
$17.8K – – –
IA
2009
Icon Advisers
Colorado
$17.8K +$16.5K +25 New
MAM
2010
Marquette Asset Management
Minnesota
$17.1K – – –
WTA
2011
Washington Trust Advisors
Massachusetts
$17.1K -$161K -244 -91%
BFS
2012
Bare Financial Services
Pennsylvania
$17.1K +$5.93K +9 +60%
NWM
2013
Nova Wealth Management
Florida
$17.1K +$13.2K +20 +500%
OAJ
2014
Ogorek Anthony Joseph
New York
$17K -$5.93K -9 -27%
MSWM
2015
Mowery & Schoenfeld Wealth Management
Illinois
$16.4K – – –
LFASL
2016
Lugano Financial Advisors SA (LFA)
Switzerland
$16.4K +$15.2K +23 New
PSFG
2017
Park Square Financial Group
Georgia
$15.7K -$3.29K -5 -19%
GG
2018
Gleason Group
Kentucky
$15.1K +$5.27K +8 +62%
KG
2019
Kilter Group
New York
$15K -$659 -1 -5%
FB
2020
First Bancorp
Maine
$14.3K +$13.2K +20 New
BCM
2021
Boreal Capital Management
Florida
$13.6K – – –
FCMT
2022
Founders Capital Management (Texas)
Texas
$13.6K – – –
SIM
2023
Synergy Investment Management
Florida
$13.3K +$9.22K +14 +175%
AIM
2024
Access Investment Management
Georgia
$12.8K – – –
JGIA
2025
Jackson Grant Investment Advisers
Connecticut
$12.1K – – –
79 80
81
82 83