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Cummins
CMI

Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
2026
Y.D. More Investments
Israel
$12K +$171K +260 +5%
FGA
2027
Fortis Group Advisors
New Jersey
$11.4K – – –
IWM
2028
IMG Wealth Management
Florida
$11.4K – – –
CI
2029
Clal Insurance
Israel
$11K +$10.5K +16 New
API
2030
Asset Planning Inc
California
$10.7K +$9.88K +15 New
BFPW
2031
BOK Financial Private Wealth
Colorado
$10.7K +$9.88K +15 New
GIM
2032
Gold Investment Management
Alberta, Canada
$10.7K – – –
HWP
2033
Highline Wealth Partners
California
$10.7K +$5.27K +8 +114%
EI
2034
EFG International
$10.7K +$9.88K +15 New
AWM
2035
Abound Wealth Management
Tennessee
$10.6K -$5.93K -9 -38%
AP
2036
Aspect Partners
Virginia
$9.98K -$2.64K -4 -22%
AA
2037
Addison Advisors
Vermont
$9.27K -$63.3K -96 -88%
CWP
2038
Clark Wealth Partners
Illinois
$9.27K – – –
HWA
2039
Heritage Wealth Advisors
Virginia
$9.27K – – –
PP
2040
Pacifica Partners
Canada
$9.26K – – –
PCM
2041
Penserra Capital Management
California
$8K – – –
EF
2042
Entrust Financial
Pennsylvania
$7.85K – – –
LWM
2043
Lodestone Wealth Management
Washington
$7.57K -$9.22K -14 -56%
HIA
2044
HFM Investment Advisors
New Jersey
$7.13K +$3.29K +5 +100%
MO
2045
McMillan Office
Michigan
$6.42K – – –
HFS
2046
Hughes Financial Services
Virginia
$6.42K +$3.29K +5 +125%
RG
2047
RHL Group
Michigan
$6.42K +$5.93K +9 New
HC
2048
Hurley Capital
New York
$6.25K – – –
TC
2049
Trust Company
Kansas
$5.73K – – –
BH
2050
Burk Holdings
Oklahoma
$5.71K – – –
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