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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2026
Nova Wealth Management
Florida
$17.1K +$13.2K +20 +500%
OAJ
2027
Ogorek Anthony Joseph
New York
$17K -$5.93K -9 -27%
MSWM
2028
Mowery & Schoenfeld Wealth Management
Illinois
$16.4K – – –
LFASL
2029
Lugano Financial Advisors SA (LFA)
Switzerland
$16.4K +$15.2K +23 New
PSFG
2030
Park Square Financial Group
Georgia
$15.7K -$3.29K -5 -19%
GG
2031
Gleason Group
Kentucky
$15.1K +$5.27K +8 +62%
KG
2032
Kilter Group
New York
$15K -$659 -1 -5%
BIM
2033
Bullseye Investment Management
Ohio
$14.3K – – –
FB
2034
First Bancorp
Maine
$14.3K +$13.2K +20 New
BCM
2035
Boreal Capital Management
Florida
$13.6K – – –
FCMT
2036
Founders Capital Management (Texas)
Texas
$13.6K – – –
SIM
2037
Synergy Investment Management
Florida
$13.3K +$9.22K +14 +175%
AIM
2038
Access Investment Management
Georgia
$12.8K – – –
JGIA
2039
Jackson Grant Investment Advisers
Connecticut
$12.1K – – –
YDMI
2040
Y.D. More Investments
Israel
$12K +$171K +260 +5%
FGA
2041
Fortis Group Advisors
New Jersey
$11.4K – – –
IWM
2042
IMG Wealth Management
Florida
$11.4K – – –
CI
2043
Clal Insurance
Israel
$11K +$10.5K +16 New
API
2044
Asset Planning Inc
California
$10.7K +$9.88K +15 New
BFPW
2045
BOK Financial Private Wealth
Colorado
$10.7K +$9.88K +15 New
GIM
2046
Gold Investment Management
Alberta, Canada
$10.7K – – –
HWP
2047
Highline Wealth Partners
California
$10.7K +$5.27K +8 +114%
EI
2048
EFG International
$10.7K +$9.88K +15 New
AWM
2049
Abound Wealth Management
Tennessee
$10.6K -$5.93K -9 -38%
AP
2050
Aspect Partners
Virginia
$9.98K -$2.64K -4 -22%
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