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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2751
Rooted Wealth Advisors
Illinois
$216K +$170K +218 New
CF
2752
Claris Financial
Virginia
$216K +$193K +247 New
BI
2753
Bolthouse Investments
California
$216K +$193K +247 New
CPWA
2754
Cerro Pacific Wealth Advisors
California
$215K +$192K +246 New
PAS
2755
Parsonex Advisory Services
Colorado
$215K -$483K -619 -72%
EMC
2756
Everest Management Corp
California
$215K +$192K +246 New
AGDI
2757
Absolute Gestao de Investimentos
Brazil
$214K +$191K +245 New
BCM
2758
Boltwood Capital Management
California
$214K +$191K +245 New
LTM
2759
Lotus Technology Management
Florida
$214K +$191K +245 New
VIP
2760
Vista Investment Partners
Oklahoma
$214K +$191K +245 New
HFRG
2761
Houlihan Financial Resource Group
Virginia
$214K +$191K +245 New
GSWM
2762
Greenup Street Wealth Management
Michigan
$214K +$191K +245 New
WLPWM
2763
Walled Lake Planning & Wealth Management
Illinois
$213K +$190K +244 New
RFW
2764
Rainier Family Wealth
Washington
$213K +$190K +244 New
FA
2765
Financial Avengers
California
$212K – – –
AFO
2766
Arrowroot Family Office
California
$212K +$190K +243 New
CCM
2767
Ciovacco Capital Management
Georgia
$212K +$190K +243 New
MAM
2768
Mainsail Asset Management
Alabama
$211K +$189K +242 New
KPWG
2769
KFA Private Wealth Group
Virginia
$211K +$188K +241 New
TC
2770
Truvestments Capital
Florida
$210K +$133K +171 +244%
IRP
2771
Investment Research Partners
Pennsylvania
$210K +$188K +241 New
HBFP
2772
Henderson Brothers Financial Partners
Pennsylvania
$209K +$187K +240 New
WA
2773
WPG Advisers
Maryland
$209K -$69.4K -89 -27%
KFAS
2774
Keating Financial Advisory Services
Kansas
$209K +$78K +100 +71%
PDM
2775
Penn Davis McFarland
Texas
$209K +$187K +240 New
109 110
111
112 113