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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2001
Signature Equity Partners
Ohio
$25.3K -$23.1K -35 -50%
MBFW
2002
Morton Brown Family Wealth
Pennsylvania
$24.5K – – –
CAM
2003
Costello Asset Management
Pennsylvania
$23.5K +$2.64K +4 +14%
FWA
2004
Flagship Wealth Advisors
Massachusetts
$23.5K +$21.7K +33 New
KFI
2005
Key Financial Inc
Pennsylvania
$22.8K -$13.2K -20 -38%
SSG
2006
Summit Securities Group
New York
$22.8K +$5.93K +9 +39%
1CP
2007
1015 Capital Partners
Pennsylvania
$22.8K +$17.8K +27 +540%
QL
2008
Quarry LP
New York
$22.1K -$94.2K -143 -82%
FUBT
2009
First United Bank & Trust
Maryland
$21.4K -$9.88K -15 -33%
UFPG
2010
United Financial Planning Group
New York
$21.4K – – –
KPP
2011
Kings Path Partners
Texas
$21.4K +$19.8K +30 New
AF
2012
Alerus Financial
North Dakota
$20.7K – – –
BHWM
2013
Bay Harbor Wealth Management
Maryland
$20.7K +$5.27K +8 +38%
VWA
2014
Valued Wealth Advisors
Utah
$20.1K +$3.95K +6 +27%
GTAM
2015
Global Trust Asset Management
Florida
$20K – – –
ACA
2016
American Capital Advisory
Idaho
$20K +$14.5K +22 +367%
DF
2017
DecisionPoint Financial
Arizona
$19.8K +$1.32K +2 +7%
CCMI
2018
Creative Capital Management Investments
California
$19.3K +$11.2K +17 +170%
CTC
2019
Cetera Trust Company
Minnesota
$18.5K – – –
MSWA
2020
Marshall & Sterling Wealth Advisors
New York
$18.5K – – –
OC
2021
Oakworth Capital
Alabama
$17.8K – – –
IA
2022
Icon Advisers
Colorado
$17.8K +$16.5K +25 New
MAM
2023
Marquette Asset Management
Minnesota
$17.1K – – –
WTA
2024
Washington Trust Advisors
Massachusetts
$17.1K -$161K -244 -91%
BFS
2025
Bare Financial Services
Pennsylvania
$17.1K +$5.93K +9 +60%
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81
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