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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
PI
2701
Pachira Investments
California
$228K +$204K +261 New
OWP
2702
Obermeyer Wealth Partners
Colorado
$228K +$204K +261 New
ARC
2703
Advisor Resource Council
Texas
$228K +$204K +261 New
BDL
2704
Bey-Douglas LLC
Georgia
$228K +$204K +261 New
IPW
2705
Inlet Private Wealth
Florida
$228K +$204K +261 New
OCWP
2706
Owl Creek Wealth Partners
Colorado
$228K +$204K +261 New
BAG
2707
Bridgewealth Advisory Group
California
$227K +$203K +260 New
BW
2708
Blalock Williams
Alabama
$227K +$203K +260 New
OA
2709
Oxbow Advisors
Texas
$227K +$203K +260 New
PFM
2710
Phillips Financial Management
Indiana
$226K +$202K +259 New
ME
2711
McIlrath & Eck
Washington
$226K +$6.24K +8 +3%
BKA
2712
Brick & Kyle Associates
Pennsylvania
$226K +$202K +259 New
RRWA
2713
Rainey & Randall Wealth Advisors
Florida
$226K +$202K +259 New
WKWM
2714
Walter & Keenan Wealth Management
Indiana
$225K +$201K +258 New
WIA
2715
Wealthedge Investment Advisors
New York
$225K +$201K +258 New
WWM
2716
WT Wealth Management
Arizona
$225K +$201K +258 New
EFG
2717
Embree Financial Group
Illinois
$224K +$201K +257 New
FBFS
2718
First Business Financial Services
Wisconsin
$224K +$201K +257 New
FFS
2719
Fischer Financial Services
Pennsylvania
$224K +$201K +257 New
SWM
2720
Stockman Wealth Management
Montana
$223K +$200K +256 New
PCM
2721
Permanent Capital Management
Illinois
$223K +$161K +206 New
CIP
2722
Convergence Investment Partners
Florida
$223K +$199K +255 New
HC
2723
Hamilton Capital
Ohio
$223K +$199K +255 New
TAM
2724
Townsend Asset Management
North Carolina
$223K +$199K +255 New
COCM
2725
Charter Oak Capital Management
New Hampshire
$222K +$198K +254 New