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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
SSG
3001
Summit Securities Group
New York
$38.4K -$279K -358 -89%
BFG
3002
Brandywine Financial Group
Tennessee
$38.4K
DWS
3003
Dynamic Wealth Strategies
California
$38.4K
CFM
3004
Cornerstone Financial Management
Massachusetts
$38.4K +$3.9K +5 +13%
MBFW
3005
Morton Brown Family Wealth
Pennsylvania
$36.7K
KG
3006
Kilter Group
New York
$36.7K +$780 +1 +2%
BFS
3007
Bare Financial Services
Pennsylvania
$34K +$3.12K +4 +11%
MSWA
3008
Marshall & Sterling Wealth Advisors
New York
$33.2K
FNWA
3009
Financial Network Wealth Advisors
Utah
$32.3K
RTL
3010
Red Tortoise LLC
Georgia
$31.4K
CIM
3011
Contravisory Investment Management
Massachusetts
$31.4K -$780 -1 -3%
WCM
3012
Westend Capital Management
California
$31.4K +$28.1K +36 New
LAMC
3013
Longview Asset Management (California)
California
$30.6K
NWM
3014
Nova Wealth Management
Florida
$28.9K
GWS
3015
Greykasell Wealth Strategies
California
$28.8K +$25.7K +33 New
MAS
3016
MPWM Advisory Solutions
Georgia
$27.9K +$6.24K +8 +33%
LFASL
3017
Lugano Financial Advisors SA (LFA)
Switzerland
$27.9K
DWM
3018
Darwin Wealth Management
Florida
$27.5K -$12.5K -16 -34%
CWM
3019
Copia Wealth Management
Oregon
$27.1K
PP
3020
Pingora Partners
Wyoming
$27.1K
MNA
3021
Manning & Napier Advisors
New York
$26.2K +$10.1K +13 +68%
TSMHT
3022
Thurston Springer Miller Herd & Titak
Indiana
$26K -$22.6K -29 -50%
HWM
3023
HighMark Wealth Management
Minnesota
$25.4K +$780 +1 +4%
1NWS
3024
1 North Wealth Services
Maryland
$24.4K +$4.68K +6 +27%
MSFP
3025
Mark Sheptoff Financial Planning
Connecticut
$24.1K +$9.36K +12 +120%