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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2726
RKL Wealth Management
Pennsylvania
$222K +$198K +254 New
ITG
2727
Index Technologies Group
New York
$222K +$198K +254 New
PIS
2728
POM Investment Strategies
North Carolina
$222K +$198K +254 New
FH
2729
FWG Holdings
Florida
$222K +$193K +247 New
CWA
2730
CM Wealth Advisors
Ohio
$220K +$197K +252 New
CPWL
2731
Coquina Private Wealth LLC
Florida
$220K +$197K +252 New
MVF
2732
Markin Volterra Fund
New York
$219K -$82.7K -106 -30%
AFM
2733
Abbot Financial Management
Massachusetts
$219K +$196K +251 New
RRA
2734
Round Rock Advisors
Connecticut
$219K +$196K +251 New
TA
2735
TruWealth Advisors
Louisiana
$219K +$196K +251 New
CWI
2736
Conscious Wealth Investments
Florida
$218K +$172K +221 New
PWM
2737
Partners Wealth Management
California
$217K +$194K +249 New
GSWA
2738
Good Steward Wealth Advisors
Tennessee
$217K +$194K +249 New
JCM
2739
Jag Capital Management
Missouri
$217K +$194K +249 New
RYIA
2740
Roehl & Yi Investment Advisors
Oregon
$217K +$194K +249 New
SBWIC
2741
Schaper Benz & Wise Investment Counsel
Wisconsin
$217K +$194K +249 New
BRM
2742
Boston Research & Management
Massachusetts
$217K -$274K -351 -59%
MFGM
2743
Marshall Financial Group (Maryland)
Maryland
$217K -$70.2K -90 -27%
DI
2744
Disciplined Investments
Oklahoma
$216K +$193K +248 New
DFG
2745
Dynamic Financial Group
Iowa
$216K -$47.6K -61 -20%
SA
2746
Scarborough Advisors
Maryland
$216K +$102K +131 +112%
CI
2747
Ceera Investments
Texas
$216K +$193K +248 New
FSAG
2748
Financial Solutions Advisory Group
Illinois
$216K +$193K +248 New
GWM
2749
GSB Wealth Management
Connecticut
$216K +$193K +248 New
CA
2750
Centerpoint Advisors
Massachusetts
$216K – – –
108 109
110
111 112