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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2801
Salvus Wealth Management
New Jersey
$294K +$255K +250 New
PSB
2802
Piscataqua Savings Bank
New Hampshire
$294K -$179K -175 -41%
MFS
2803
Madrona Financial Services
Washington
$293K +$254K +249 New
BRM
2804
Boston Research & Management
Massachusetts
$293K – – –
RFW
2805
Rainier Family Wealth
Washington
$293K +$5.1K +5 +2%
JCM
2806
Jag Capital Management
Missouri
$293K – – –
WTB
2807
Washington Trust Bank
Washington
$293K +$9.19K +9 +4%
SCM
2808
Saxony Capital Management
Missouri
$293K +$254K +249 New
CI
2809
Ceera Investments
Texas
$291K – – –
GWM
2810
GSB Wealth Management
Connecticut
$291K – – –
BCM
2811
Boltwood Capital Management
California
$291K +$3.06K +3 +1%
HSG
2812
Helen Stephens Group
Texas
$290K +$252K +247 New
LWM
2813
Latko Wealth Management
Illinois
$290K +$252K +247 New
UWS
2814
Unique Wealth Strategies
Illinois
$290K +$252K +247 New
CFG
2815
Carr Financial Group
Massachusetts
$290K +$14.3K +14 +6%
BI
2816
Bolthouse Investments
California
$290K – – –
HWA
2817
Hilltop Wealth Advisors
North Carolina
$290K +$252K +247 New
OA
2818
Oxbow Advisors
Texas
$289K -$14.3K -14 -5%
CPWA
2819
Cerro Pacific Wealth Advisors
California
$289K – – –
PS
2820
Pinney & Scofield
Massachusetts
$289K +$31.6K +31 +14%
GSWM
2821
Greenup Street Wealth Management
Michigan
$288K – – –
WTFG
2822
Wood Tarver Financial Group
Idaho
$288K +$5.1K +5 +2%
VIP
2823
Vista Investment Partners
Oklahoma
$288K – – –
SWM
2824
Sculati Wealth Management
Michigan
$288K – – –
WOSD
2825
WFA of San Diego
California
$288K -$66.3K -65 -19%
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