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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3001
Tanager Wealth Management
United Kingdom
$234K +$203K +199 New
GCM
3002
Gunpowder Capital Management
Maryland
$234K – – –
CPC
3003
Consolidated Planning Corp
Georgia
$234K +$203K +199 New
KNW
3004
Kesler Norman & Wride
Utah
$234K +$203K +199 New
VBA
3005
von Borstel & Associates
Oregon
$233K +$203K +199 New
SG
3006
Sankala Group
Colorado
$233K +$5.1K +5 +2%
BFWM
3007
Bright Futures Wealth Management
New York
$233K +$202K +198 New
MA
3008
MBA Advisors
Pennsylvania
$233K -$353K -346 -64%
GFA
3009
Godfrey Financial Associates
New York
$233K -$7.14K -7 -3%
CWM
3010
Cherrydale Wealth Management
New Jersey
$233K +$202K +198 New
RWA
3011
Rooted Wealth Advisors
Illinois
$231K -$21.4K -21 -10%
NCM
3012
Novare Capital Management
North Carolina
$231K +$201K +197 New
CF
3013
Cyr Financial
Illinois
$231K +$201K +197 New
DC
3014
DeDora Capital
California
$231K +$201K +197 New
FFG
3015
Fiduciary Financial Group
California
$231K +$201K +197 New
AWG
3016
Altus Wealth Group
Colorado
$230K +$200K +196 New
SAFS
3017
S&A Financial Services
Kansas
$230K +$200K +196 New
SMWM
3018
Silvia McColl Wealth Management
California
$230K +$200K +196 New
TWA
3019
Talisman Wealth Advisors
New Jersey
$230K +$200K +196 New
AMM
3020
American Money Management
California
$229K +$199K +195 New
BHWM
3021
Bay Harbor Wealth Management
Maryland
$229K +$134K +131 +205%
HAS
3022
Horizon Advisory Services
New York
$229K +$199K +195 New
AA
3023
Argent Advisors
Louisiana
$228K +$198K +194 New
WFP
3024
Worthington Financial Partners
Ohio
$228K -$102K -100 -34%
DFA
3025
DHJJ Financial Advisors
Illinois
$228K – – –
119 120
121
122 123