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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
776
PFG Advisors
Arizona
$656K +$173K +903 +54%
FSA
777
Fort Sheridan Advisors
Illinois
$656K +$22.7K +118 +5%
IFWM
778
Institute for Wealth Management
Colorado
$654K -$20.4K -106 -4%
BJL
779
Brighton Jones LLC
Washington
$653K +$88.1K +459 +22%
FAM
780
Formidable Asset Management
Ohio
$651K +$12.7K +66 +3%
1SB
781
1ST Source Bank
Indiana
$649K -$81.2K -423 -14%
TFCP
782
Twin Focus Capital Partners
Massachusetts
$642K – – –
OFG
783
Oxford Financial Group
Indiana
$641K -$10.9K -57 -2%
CCM
784
Chickasaw Capital Management
Tennessee
$638K – – –
FWTB
785
First Western Trust Bank
Colorado
$637K -$17.3K -90 -3%
BEI
786
Benjamin Edwards Inc
Missouri
$636K +$479K +2,493 New
ATC
787
Argent Trust Co
Tennessee
$633K -$51.8K -270 -10%
AB
788
Atlas Brown
Kentucky
$632K +$2.3K +12 +0.5%
CAG
789
Crestwood Advisors Group
Massachusetts
$629K -$28.6K -149 -6%
WA
790
Waverly Advisors
Alabama
$627K -$48.6K -253 -9%
FPAS
791
Focus Partners Advisor Solutions
Missouri
$627K +$11.9K +62 +3%
IAMOG
792
Investors Asset Management of Georgia
Georgia
$625K -$32.3K -168 -6%
AWM
793
Avior Wealth Management
Nebraska
$618K +$17.1K +89 +4%
BAAM
794
Baker Avenue Asset Management
California
$615K -$8.64K -45 -2%
EB
795
Eastern Bank
Massachusetts
$612K +$461K +2,401 New
KA
796
Keene & Associates
Texas
$611K -$143K -745 -24%
KCM
797
Kanawha Capital Management
Virginia
$603K -$83.7K -436 -16%
CSPIA
798
Cary Street Partners Investment Advisory
Virginia
$602K +$74.9K +390 +20%
JCM
799
Janney Capital Management
Pennsylvania
$600K – – –
CPBTD
800
Central Pacific Bank - Trust Division
Hawaii
$599K +$418K +2,175 +1,243%
30 31
32
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