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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
3026
Avantra Family Wealth
Pennsylvania
$228K +$198K +194 New
LCM
3027
Legato Capital Management
California
$228K +$198K +194 New
KWM
3028
KRM Wealth Management
Nevada
$227K +$197K +193 New
KWM
3029
KFG Wealth Management
Indiana
$227K +$197K +193 New
LWM
3030
Lionshead Wealth Management
New York
$227K +$197K +193 New
B
3031
Barings
North Carolina
$227K +$197K +193 New
GCA
3032
Gradient Capital Advisors
California
$227K +$197K +193 New
GPWM
3033
Grant Private Wealth Management
California
$227K +$197K +193 New
VDBMI
3034
Van Den Berg Management I
Texas
$227K +$197K +193 New
W
3035
WorthPointe
California
$227K +$197K +193 New
BKA
3036
Brick & Kyle Associates
Pennsylvania
$226K – – –
CHWM
3037
Cauble & Harre Wealth Management
Missouri
$226K – – –
PAS
3038
Parsonex Advisory Services
Colorado
$226K -$55.1K -54 -22%
WAG
3039
Wilkerson Advisory Group
Missouri
$226K -$1.02K -1 -0.5%
GB
3040
Goepper Burkhardt
South Carolina
$226K +$196K +192 New
RDFA
3041
Ritter Daniher Financial Advisory
Ohio
$225K -$19.4K -19 -9%
CPG
3042
Cornerstone Planning Group
New Jersey
$225K -$7.14K -7 -3%
FCM
3043
Firestone Capital Management
Florida
$224K +$195K +191 New
FFW
3044
Fusion Family Wealth
New York
$224K +$195K +191 New
HP
3045
Hilltop Partners
Indiana
$224K +$195K +191 New
LCS
3046
Levin Capital Strategies
New York
$224K +$195K +191 New
RIS
3047
Richmond Investment Services
Wisconsin
$224K -$387K -379 -66%
GSIAS
3048
Garden State Investment Advisory Services
New Jersey
$224K +$194K +190 New
CWMGP
3049
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$223K +$194K +190 New
GA
3050
Gordian Advisors
Arizona
$223K +$194K +190 New
120 121
122
123 124