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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Axxcess Wealth Management
California
$7.55M -$598K -586 -8%
TA
752
TKG Advisors
Indiana
$7.52M +$6.53M +6,399 New
PP
753
Patten & Patten
Tennessee
$7.51M -$25.5K -25 -0.4%
MMM
754
Mendel Money Management
Illinois
$7.51M -$176K -172 -3%
PMAM
755
Picton Mahoney Asset Management
Ontario, Canada
$7.48M +$5.97M +5,851 +1,127%
CF
756
Convergence Financial
Missouri
$7.48M +$2.46M +2,407 +61%
ECM
757
Everence Capital Management
Indiana
$7.42M +$422K +413 +7%
TPM
758
Triasima Portfolio Management
Quebec, Canada
$7.4M -$1.28M -1,258 -17%
WI
759
Wahed Invest
New York
$7.39M -$553K -542 -8%
WANY
760
Wealthspire Advisors (New York)
New York
$7.39M +$1.46M +1,433 +29%
BWM
761
BigSur Wealth Management
Florida
$7.38M +$306K +300 +5%
KF
762
Krilogy Financial
Missouri
$7.35M +$16.3K +16 +0.3%
LF
763
Longbow Finance
Switzerland
$7.33M +$389K +381 +7%
PDL
764
Portfolio Design Labs
California
$7.3M +$3.55M +3,480 +127%
FCP
765
Fidelis Capital Partners
Florida
$7.29M +$177K +173 +3%
BBVA
766
Banco Bilbao Vizcaya Argentaria
Spain
$7.28M -$2.83M -2,772 -31%
PS
767
Principal Securities
Iowa
$7.24M +$1.22M +1,196 +24%
MWM
768
M3 Wealth Management
Ohio
$7.2M -$244K -239 -4%
CRC
769
Curi RMB Capital
Illinois
$7.2M +$2.38M +2,331 +61%
SWM
770
Sendero Wealth Management
Texas
$7.2M -$1.02M -995 -14%
MWM
771
Massachusetts Wealth Management
Massachusetts
$7.18M +$35.7K +35 +0.6%
KIA
772
Knollwood Investment Advisory
Maryland
$7.16M – – –
NFSG
773
Newbridge Financial Services Group
Florida
$7.15M +$1.96M +1,923 +46%
CE
774
Cornerstone Enterprises
Wisconsin
$7.15M +$2.97M +2,905 +91%
FCT
775
Family Capital Trust
Massachusetts
$7.11M +$5.1K +5 +0.1%
29 30
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