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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
2526
Comprehensive Financial Planning
Pennsylvania
$2.46K – – –
UIA
2527
Ulland Investment Advisors
Minnesota
$2K – – –
TVWM
2528
Tower View Wealth Management
Wisconsin
$1.85K – – –
ACM
2529
Anfield Capital Management
California
$1.84K – – –
CW
2530
Curio Wealth
Maryland
$1.84K – – –
FS
2531
Financially Speaking
Colorado
$1.84K – – –
LAM
2532
Lummis Asset Management
Texas
$1.84K – – –
PG
2533
Proffitt & Goodson
Tennessee
$1.84K – – –
AFWM
2534
Abich Financial Wealth Management
Virginia
$1.84K +$1.82K +3 New
FIM
2535
FWL Investment Management
Texas
$1.84K +$1.82K +3 New
BAM
2536
Bellevue Asset Management
Washington
$1.84K -$1.21K -2 -40%
DF
2537
DecisionPoint Financial
Arizona
$1.82K – – –
MAS
2538
MPWM Advisory Solutions
Georgia
$1.23K – – –
DRS
2539
Deane Retirement Strategies
Louisiana
$1.23K – – –
FG
2540
Fairman Group
Pennsylvania
$1.23K – – –
QPBE
2541
Quintet Private Bank (Europe)
Luxembourg
$1.23K – – –
EFMH
2542
E Fund Management (HK)
Hong Kong
$1.23K +$1.21K +2 New
GFWA
2543
Grey Fox Wealth Advisors
Delaware
$1.23K +$1.21K +2 New
WAS
2544
Winch Advisory Services
Wisconsin
$616 – – –
GC
2545
Gould Capital
Washington
$615 – – –
IAG
2546
Innovative Advisory Group
Massachusetts
$615 – – –
PCM
2547
Perritt Capital Management
Illinois
$615 – – –
BIM
2548
Breakwater Investment Management
Washington
$615 +$606 +1 New
SJIM
2549
St. Johns Investment Management
Florida
$615 +$606 +1 New
AWM
2550
Accredited Wealth Management
Kentucky
$615 +$168K +277 +396%