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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2826
Madrona Financial Services
Washington
$293K +$254K +249 New
BRM
2827
Boston Research & Management
Massachusetts
$293K – – –
RFW
2828
Rainier Family Wealth
Washington
$293K +$5.1K +5 +2%
JCM
2829
Jag Capital Management
Missouri
$293K – – –
WTB
2830
Washington Trust Bank
Washington
$293K +$9.19K +9 +4%
SCM
2831
Saxony Capital Management
Missouri
$293K +$254K +249 New
CI
2832
Ceera Investments
Texas
$291K – – –
GWM
2833
GSB Wealth Management
Connecticut
$291K – – –
BCM
2834
Boltwood Capital Management
California
$291K +$3.06K +3 +1%
HSG
2835
Helen Stephens Group
Texas
$290K +$252K +247 New
LWM
2836
Latko Wealth Management
Illinois
$290K +$252K +247 New
UWS
2837
Unique Wealth Strategies
Illinois
$290K +$252K +247 New
CFG
2838
Carr Financial Group
Massachusetts
$290K +$14.3K +14 +6%
BI
2839
Bolthouse Investments
California
$290K – – –
HWA
2840
Hilltop Wealth Advisors
North Carolina
$290K +$252K +247 New
OA
2841
Oxbow Advisors
Texas
$289K -$14.3K -14 -5%
CPWA
2842
Cerro Pacific Wealth Advisors
California
$289K – – –
PS
2843
Pinney & Scofield
Massachusetts
$289K +$31.6K +31 +14%
GSWM
2844
Greenup Street Wealth Management
Michigan
$288K – – –
WTFG
2845
Wood Tarver Financial Group
Idaho
$288K +$5.1K +5 +2%
VIP
2846
Vista Investment Partners
Oklahoma
$288K – – –
SWM
2847
Sculati Wealth Management
Michigan
$288K – – –
WOSD
2848
WFA of San Diego
California
$288K -$66.3K -65 -19%
CFA
2849
Camarda Financial Advisors
Florida
$287K +$249K +244 New
HFRG
2850
Houlihan Financial Resource Group
Virginia
$287K -$1.02K -1 -0.4%
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114
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