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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2526
Cypress Wealth Services
California
$400K +$1.02K +1 +0.3%
CC
2527
Cornerstone Capital
California
$399K – – –
HIS
2528
Harvest Investment Services
Illinois
$399K +$45.9K +45 +15%
IWS
2529
Insight Wealth Strategies
California
$399K +$62.3K +61 +21%
CWMGO
2530
Capstone Wealth Management Group (Oregon)
Oregon
$399K -$268K -263 -44%
KWM
2531
Kaydan Wealth Management
Michigan
$398K -$57.2K -56 -14%
RBWA
2532
RFG - Bristol Wealth Advisors
Massachusetts
$398K -$6.12K -6 -2%
FPW
2533
Fairvoy Private Wealth
Alabama
$398K -$7.14K -7 -2%
CWM
2534
Castle Wealth Management
Florida
$397K – – –
LWM
2535
Liberty Wealth Management
California
$397K – – –
KLWA
2536
Kelly Lawrence W & Associates
California
$396K – – –
SL
2537
Summitry LLC
California
$396K +$23.5K +23 +7%
MPIA
2538
Mountain Pacific Investment Advisers
Idaho
$395K -$30.6K -30 -8%
MSA
2539
Marino Stram & Associates
Massachusetts
$394K -$20.4K -20 -6%
SC
2540
Schubert & Co
Texas
$394K +$2.04K +2 +0.6%
ELM
2541
Elite Life Management
Florida
$393K -$4.08K -4 -1%
EWS
2542
Eagle Wealth Strategies
New Jersey
$392K +$21.4K +21 +7%
NC
2543
NewSquare Capital
Pennsylvania
$392K +$32.7K +32 +11%
FGC
2544
Financial Gravity Companies
Texas
$392K +$341K +334 New
CFG
2545
Carter Financial Group
Illinois
$391K -$7.14K -7 -2%
SIC
2546
Sigma Investment Counselors
Michigan
$390K – – –
PWM
2547
Parkshore Wealth Management
California
$390K – – –
AC
2548
Aldebaran Capital
Indiana
$390K – – –
ESC
2549
Eurizon SLJ Capital
$390K – – –
EC
2550
EdgeRock Capital
Colorado
$390K +$35.7K +35 +12%
100 101
102
103 104