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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
2776
Chas P. Smith & Associates (CPS)
Florida
$311K +$269K +264 New
LA
2777
Latitude Advisors
Florida
$310K +$269K +264 New
9C
2778
9823 Capital
Texas
$310K +$269K +264 New
SIAG
2779
Signet Investment Advisory Group
Rhode Island
$309K -$130K -127 -33%
JMFC
2780
J.M. Forbes & Co
Massachusetts
$309K -$7.14K -7 -3%
FWP
2781
Family Wealth Partners
North Carolina
$309K – – –
SHWM
2782
Smith & Howard Wealth Management
Georgia
$309K – – –
ODFS
2783
O'Donnell Financial Services
California
$309K – – –
GBFG
2784
Gerald Baker Financial Group
Texas
$308K +$267K +262 New
DFG
2785
Dynamic Financial Group
Iowa
$308K +$14.3K +14 +6%
BIM
2786
Bullseye Investment Management
Ohio
$308K +$48K +47 +22%
VIPI
2787
Vista Investment Partners II
Indiana
$307K +$32.7K +32 +14%
TF
2788
Trek Financial
Arizona
$307K -$91.9K -90 -26%
JDLA
2789
J. Derek Lewis & Associates
California
$307K +$24.5K +24 +10%
AP
2790
Atwood & Palmer
Missouri
$306K +$26.5K +26 +11%
EWA
2791
Encompass Wealth Advisors
Oregon
$306K -$7.14K -7 -3%
IPW
2792
Inlet Private Wealth
Florida
$305K -$1.02K -1 -0.4%
MVF
2793
Markin Volterra Fund
New York
$305K +$9.19K +9 +4%
WA
2794
WPG Advisers
Maryland
$305K +$20.4K +20 +8%
RRWA
2795
Rainey & Randall Wealth Advisors
Florida
$304K – – –
LC
2796
Landaas & Company
Wisconsin
$304K +$264K +259 New
KW
2797
KWB Wealth
California
$304K +$263K +258 New
APC
2798
Aspire Private Capital
North Carolina
$302K -$11.2K -11 -4%
HC
2799
Hamilton Capital
Ohio
$302K +$2.04K +2 +0.8%
HFBOT
2800
Home Federal Bank of Tennessee
Tennessee
$301K +$261K +256 New
110 111
112
113 114