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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2751
Stockman Wealth Management
Montana
$313K +$10.2K +10 +4%
CWI
2752
Conscious Wealth Investments
Florida
$312K +$69.4K +68 +31%
EFG
2753
Embree Financial Group
Illinois
$311K +$8.16K +8 +3%
SFP
2754
Sterling Financial Planning
New Jersey
$311K +$270K +265 New
LA
2755
Latitude Advisors
Florida
$310K +$269K +264 New
9C
2756
9823 Capital
Texas
$310K +$269K +264 New
SIAG
2757
Signet Investment Advisory Group
Rhode Island
$309K -$130K -127 -33%
JMFC
2758
J.M. Forbes & Co
Massachusetts
$309K -$7.14K -7 -3%
FWP
2759
Family Wealth Partners
North Carolina
$309K – – –
SHWM
2760
Smith & Howard Wealth Management
Georgia
$309K – – –
ODFS
2761
O'Donnell Financial Services
California
$309K – – –
GBFG
2762
Gerald Baker Financial Group
Texas
$308K +$267K +262 New
DFG
2763
Dynamic Financial Group
Iowa
$308K +$14.3K +14 +6%
VIPI
2764
Vista Investment Partners II
Indiana
$307K +$32.7K +32 +14%
TF
2765
Trek Financial
Arizona
$307K -$91.9K -90 -26%
JDLA
2766
J. Derek Lewis & Associates
California
$307K +$24.5K +24 +10%
AP
2767
Atwood & Palmer
Missouri
$306K +$26.5K +26 +11%
EWA
2768
Encompass Wealth Advisors
Oregon
$306K -$7.14K -7 -3%
IPW
2769
Inlet Private Wealth
Florida
$305K -$1.02K -1 -0.4%
MVF
2770
Markin Volterra Fund
New York
$305K +$9.19K +9 +4%
WA
2771
WPG Advisers
Maryland
$305K +$20.4K +20 +8%
RRWA
2772
Rainey & Randall Wealth Advisors
Florida
$304K – – –
LC
2773
Landaas & Company
Wisconsin
$304K +$264K +259 New
KW
2774
KWB Wealth
California
$304K +$263K +258 New
APC
2775
Aspire Private Capital
North Carolina
$302K -$11.2K -11 -4%
109 110
111
112 113