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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1076
Legacy Advisors
Pennsylvania
$495K +$28.8K +92 +7%
T
1077
Tableaux
Massachusetts
$495K +$470K +1,505 New
RB
1078
Rodgers Brothers
Pennsylvania
$494K -$10.6K -34 -2%
PPWP
1079
Premier Path Wealth Partners
New Jersey
$492K +$5.94K +19 +1%
AG
1080
AlTi Global
New York
$490K +$165K +528 +56%
HKAM
1081
Horizon Kinetics Asset Management
New York
$489K -$4.06K -13 -0.9%
QIM
1082
Quest Investment Management
Oregon
$487K – – –
CCP
1083
Clarity Capital Partners
California
$487K +$42.2K +135 +10%
AC
1084
Avestar Capital
New York
$485K +$33.8K +108 +8%
MAM
1085
Morse Asset Management
Connecticut
$480K -$204K -653 -31%
CIAS
1086
Capital Investment Advisory Services
North Carolina
$480K -$22.5K -72 -5%
EPIM
1087
Evelyn Partners Investment Management
$480K +$456K +1,460 New
FB
1088
First Bancorp
Maine
$480K +$2.81K +9 +0.6%
BMCM
1089
Bryn Mawr Capital Management
Pennsylvania
$479K – – –
GAM
1090
Grandview Asset Management
Pennsylvania
$475K +$451K +1,444 New
CFP
1091
Catalyst Financial Partners
Massachusetts
$475K +$11.9K +38 +3%
ASBI
1092
American State Bank (Iowa)
Iowa
$474K – – –
PDL
1093
Portfolio Design Labs
California
$472K – – –
BHIA
1094
Birch Hill Investment Advisors
Massachusetts
$471K -$7.19K -23 -2%
HS
1095
Horan Securities
United States
$471K +$1.88K +6 +0.4%
SFP
1096
Sandbox Financial Partners
Maryland
$471K -$2.81K -9 -0.6%
4WM
1097
44 Wealth Management
Oregon
$471K – – –
LS
1098
Livforsakringsbolaget Skandia
Sweden
$469K +$438K +1,400 +5,385%
PFBT
1099
Parkside Financial Bank & Trust
Missouri
$469K -$20.3K -65 -4%
OPA
1100
Old Port Advisors
Maine
$467K +$33.8K +108 +8%
42 43
44
45 46