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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
626
Sargent Investment Group
Maryland
$662K +$612K +3,862 New
HSA
627
HBK Sorce Advisory
Pennsylvania
$661K +$611K +3,856 New
OAM
628
Oxford Asset Management
United Kingdom
$659K +$609K +3,840 New
VCM
629
Versant Capital Management
Arizona
$653K +$604K +3,809 New
BFIM
630
Beese Fulmer Investment Management
Ohio
$653K +$603K +3,807 New
BBHC
631
Brown Brothers Harriman & Co
New York
$652K +$603K +3,804 New
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$650K +$9.67K +61 +2%
QPWM
633
Quadrant Private Wealth Management
Pennsylvania
$649K +$600K +3,785 New
IR
634
IAT Reinsurance
New York
$648K +$599K +3,780 New
WI
635
Wintrust Investments
Illinois
$648K +$599K +3,779 New
ET
636
Equitable Trust
Tennessee
$647K +$598K +3,774 New
MNBTD
637
Moody National Bank Trust Division
Texas
$642K +$593K +3,742 New
SHFA
638
SS&H Financial Advisors
Michigan
$641K +$593K +3,742 New
SDIC
639
South Dakota Investment Council
South Dakota
$640K +$591K +3,729 New
PP
640
Prudential plc
United Kingdom
$639K +$591K +3,727 New
SPC
641
Sigma Planning Corp
Michigan
$639K +$590K +3,726 New
WPC
642
Wedmont Private Capital
Pennsylvania
$638K +$17.3K +109 +3%
BIM
643
Bridges Investment Management
Nebraska
$631K +$583K +3,682 New
BCM
644
Brookstone Capital Management
Illinois
$629K +$601K +3,795 New
PWM
645
Perigon Wealth Management
California
$627K +$579K +3,653 New
IRAG
646
Investment Research & Advisory Group
Georgia
$616K +$570K +3,594 New
GC
647
Grimes & Company
Massachusetts
$607K +$561K +3,540 New
BAM
648
Byrne Asset Management
New Jersey
$605K – – –
LRIC
649
Long Road Investment Counsel
Michigan
$603K +$557K +3,515 New
PP
650
Patten & Patten
Tennessee
$593K +$548K +3,460 New
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