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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2951
Master's Wealth Management
Pennsylvania
$248K +$215K +211 New
MW
2952
Marks Wealth
Maryland
$248K +$215K +211 New
SIG
2953
Spinnaker Investment Group
California
$248K +$215K +211 New
CAG
2954
Centerpoint Advisory Group
Kansas
$248K +$215K +211 New
FC
2955
Fulcrum Capital
Washington
$248K +$215K +211 New
ISWM
2956
Independent Solutions Wealth Management
New York
$248K +$215K +211 New
MHWM
2957
Montz Harcus Wealth Management
Louisiana
$248K +$215K +211 New
MWM
2958
MOR Wealth Management
Pennsylvania
$248K +$215K +211 New
PAG
2959
Poinciana Advisors Group
Florida
$248K +$215K +211 New
IFA
2960
Index Fund Advisors
California
$247K +$214K +210 New
SFGM
2961
Stonebridge Financial Group (Missouri)
Missouri
$247K +$214K +210 New
MWM
2962
Maripau Wealth Management
Indiana
$247K +$214K +210 New
ABC
2963
Anchor Bay Capital
California
$247K +$254K +249 New
1CP
2964
1015 Capital Partners
Pennsylvania
$247K -$2.04K -2 -0.9%
GBT
2965
Grove Bank & Trust
Florida
$247K -$2.04K -2 -0.9%
CWM
2966
Core Wealth Management
Florida
$247K +$214K +210 New
CP
2967
Creekside Partners
California
$247K +$214K +210 New
NEPPG
2968
New England Professional Planning Group
Rhode Island
$247K -$20.4K -20 -9%
GAB
2969
German American Bancorp
Indiana
$247K +$214K +210 New
TPWM
2970
Twelve Points Wealth Management
Massachusetts
$246K +$213K +209 New
BC
2971
Brio Consultants
California
$246K +$22.5K +22 +12%
HCM
2972
HMS Capital Management
Tennessee
$246K +$213K +209 New
NFP
2973
Narus Financial Partners
Utah
$246K +$213K +209 New
VPWA
2974
Vestia Personal Wealth Advisors
Indiana
$244K +$212K +208 New
ITIM
2975
Indiana Trust & Investment Management
Indiana
$244K – – –
117 118
119
120 121