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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1151
Marks Group Wealth Management
Minnesota
$254K +$191K +995 New
AAS
1152
Annex Advisory Services
Wisconsin
$253K +$191K +993 New
CCM
1153
Check Capital Management
California
$252K +$190K +988 New
QWP
1154
Quotient Wealth Partners
Texas
$252K +$190K +988 New
DCM
1155
Dudley Capital Management
Virginia
$251K +$189K +984 New
NAS
1156
Nicolet Advisory Services
Wisconsin
$251K +$189K +985 New
HIA
1157
HTG Investment Advisors
Connecticut
$249K +$188K +977 New
ORG
1158
Optimist Retirement Group
Washington
$249K +$187K +976 New
FFS
1159
Founders Financial Securities
Maryland
$248K +$187K +973 New
NG
1160
Northstar Group
New York
$248K +$187K +973 New
BCFD
1161
Boit C.F. David
$248K – – –
RSWM
1162
Robertson Stephens Wealth Management
California
$248K +$186K +971 New
BOPW
1163
Brandywine Oak Private Wealth
Pennsylvania
$247K +$186K +969 New
AIA
1164
Alera Investment Advisors
Illinois
$246K +$185K +965 New
HIC
1165
Holderness Investments Company
North Carolina
$245K +$185K +962 New
LCWP
1166
Legacy Capital Wealth Partners
Arkansas
$245K +$185K +961 New
AIM
1167
Avity Investment Management
Connecticut
$245K +$184K +960 New
SC
1168
Searle & Co
Connecticut
$244K +$184K +958 New
WFAG
1169
Wescott Financial Advisory Group
Pennsylvania
$244K +$184K +958 New
NWAG
1170
Net Worth Advisory Group
Utah
$244K +$184K +957 New
CCT
1171
Chemung Canal Trust
New York
$244K +$184K +956 New
MPI
1172
Mairs & Power Inc
Minnesota
$243K -$190K -990 -51%
BMA
1173
Brooks Moore & Associates
Tennessee
$242K +$183K +951 New
AG
1174
AlTi Global
New York
$242K -$85.8K -447 -32%
TF
1175
Tompkins Financial
New York
$241K -$73.3K -382 -29%
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48 49