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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2901
Level Financial Advisors
New York
$261K +$227K +222 New
JWA
2902
JFS Wealth Advisors
Pennsylvania
$260K +$1.02K +1 +0.5%
EWA
2903
Evolution Wealth Advisors
Florida
$258K -$15.3K -15 -6%
SPP
2904
Single Point Partners
Massachusetts
$258K +$225K +220 New
WC
2905
Weil Company
California
$258K +$225K +220 New
OSNBOA
2906
Old Second National Bank of Aurora
Illinois
$257K +$15.3K +15 +7%
VCWM
2907
Vista Cima Wealth Management
Arizona
$257K +$224K +219 New
WAM
2908
Weatherly Asset Management
California
$256K +$223K +218 New
TW
2909
Towerpoint Wealth
California
$256K +$223K +218 New
RCM
2910
Rockbridge Capital Management
Virginia
$256K +$223K +218 New
FMTC
2911
Farmers & Merchants Trust Company
California
$255K +$221K +217 New
NQWM
2912
Northwest Quadrant Wealth Management
Oregon
$254K +$220K +216 New
BWM
2913
BankPlus Wealth Management
Mississippi
$254K +$220K +216 New
OPF
2914
Old Peak Finance
North Carolina
$253K +$219K +215 New
CCAL
2915
City Center Advisors LLC
Michigan
$253K +$219K +215 New
MFA
2916
Morling Financial Advisors
California
$253K +$219K +215 New
MWM
2917
Maltin Wealth Management
New Jersey
$251K +$218K +214 New
BBWP
2918
Beacon Bridge Wealth Partners
Pennsylvania
$251K -$51K -50 -19%
II
2919
Impact Investors
California
$251K +$218K +214 New
KLI
2920
Kelman-Lazarov Inc
Tennessee
$251K +$218K +214 New
PWM
2921
Penobscot Wealth Management
Maine
$251K +$218K +214 New
FCFC
2922
First Commonwealth Financial Corp
Pennsylvania
$250K -$267K -262 -55%
CSW
2923
Cogent Strategic Wealth
Illinois
$250K +$217K +213 New
PWA
2924
PCG Wealth Advisors
Kansas
$249K +$216K +212 New
JA
2925
JVL Associates
Michigan
$249K +$216K +212 New
115 116
117
118 119