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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
926
Smartleaf Asset Management
Massachusetts
$672K +$206K +658 +48%
SCA
927
Sippican Capital Advisors
Massachusetts
$670K – – –
GWM
928
Geneos Wealth Management
Colorado
$669K +$636K +2,033 New
EWA
929
EverSource Wealth Advisors
Alabama
$668K +$233K +745 +58%
SSWM
930
Sheets Smith Wealth Management
North Carolina
$666K +$633K +2,026 New
BTI
931
Blue Trust Inc
Georgia
$666K -$105K -337 -14%
GIA
932
Gladstone Institutional Advisory
Florida
$666K +$128K +409 +25%
OFS
933
Orrstown Financial Services
Pennsylvania
$665K – – –
ST
934
Spinnaker Trust
Maine
$664K – – –
LSAG
935
Lake Street Advisors Group
New Hampshire
$662K -$54.1K -173 -8%
AWA
936
Arkadios Wealth Advisors
Georgia
$662K -$5.18M -16,564 -89%
FHA
937
Flagship Harbor Advisors
Massachusetts
$660K -$8.75K -28 -1%
GCM
938
Glaxis Capital Management
Florida
$658K +$625K +2,000 New
FIA
939
FNY Investment Advisers
New York
$657K -$2.63M -8,400 -81%
TFS
940
Thoroughbred Financial Services
Tennessee
$657K -$15.6K -50 -2%
SMH
941
Sanders Morris Harris
Texas
$657K – – –
IVP
942
Intrinsic Value Partners
Arizona
$655K -$185K -592 -23%
AWM
943
Aries Wealth Management
Maine
$651K – – –
DI
944
Disciplined Investors
Texas
$649K +$553K +1,768 New
FBC
945
Fairfield, Bush & Co
Connecticut
$647K +$615K +1,968 New
AI
946
Accredited Investors
Minnesota
$647K – – –
SC
947
Syon Capital
California
$645K +$938 +3 +0.2%
PNC
948
Park National Corp
Ohio
$645K -$53.5K -171 -8%
ACIM
949
Azimuth Capital Investment Management
Michigan
$645K – – –
OL
950
Optas LLC
Texas
$644K +$15.9K +51 +3%
36 37
38
39 40