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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAIMH
826
Central Asset Investments & Management Holdings
Hong Kong
$888K +$844K +2,699 New
CNBT
827
Canandaigua National Bank & Trust
New York
$885K +$14.1K +45 +2%
WPC
828
White Pine Capital
Minnesota
$884K -$16.3K -52 -2%
CCS
829
Concentric Capital Strategies
Connecticut
$883K +$839K +2,683 New
MFA
830
Mayflower Financial Advisors
Massachusetts
$876K +$23.4K +75 +3%
FMWA
831
Forvis Mazars Wealth Advisors
Missouri
$874K – – –
SIC
832
Salem Investment Counselors
North Carolina
$872K +$12.8K +41 +2%
SAM
833
Secure Asset Management
Michigan
$867K +$419K +1,341 +103%
CW
834
CreativeOne Wealth
Kansas
$866K +$147K +471 +22%
WAS
835
Wesleyan Assurance Society
United Kingdom
$860K – – –
IRAG
836
Investment Research & Advisory Group
Georgia
$859K -$48.8K -156 -6%
CWM
837
Congress Wealth Management
Massachusetts
$858K +$201K +642 +33%
MSS
838
Mitchell Sinkler & Starr
Pennsylvania
$849K – – –
FWM
839
Focused Wealth Management
New York
$848K -$19.7K -63 -2%
FSA
840
Fort Sheridan Advisors
Illinois
$844K -$2.19K -7 -0.3%
SAG
841
SageView Advisory Group
California
$842K +$214K +683 +36%
FNFDCM
842
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$840K -$18.8K -60 -2%
IFWM
843
Institute for Wealth Management
Colorado
$837K -$6.88K -22 -0.9%
BEI
844
Benjamin Edwards Inc
Missouri
$834K +$13.1K +42 +2%
1SB
845
1ST Source Bank
Indiana
$833K -$4.06K -13 -0.5%
ATC
846
Argent Trust Co
Tennessee
$830K +$12.2K +39 +2%
TFCP
847
Twin Focus Capital Partners
Massachusetts
$828K – – –
ET
848
Equitable Trust
Tennessee
$827K -$45K -144 -5%
HI
849
Harbour Investments
Wisconsin
$825K +$63.1K +202 +9%
CCM
850
Chickasaw Capital Management
Tennessee
$820K -$3.13K -10 -0.4%
32 33
34
35 36