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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1176
Phoenix Financial
Israel
$806K +$635K +1,525 New
BAM
1177
Byrne Asset Management
New Jersey
$803K -$826K -1,983 Closed
MM
1178
Meridian Management
Arkansas
$798K – – –
PAS
1179
PKS Advisory Services
New York
$795K +$34.1K +82 +6%
HKAM
1180
Horizon Kinetics Asset Management
New York
$794K -$3.33K -8 -0.5%
CT
1181
Chicago Trust
Illinois
$794K -$304K -730 -33%
CM
1182
Caption Management
Oklahoma
$794K +$625K +1,500 New
AA
1183
Addison Advisors
Vermont
$786K +$99.5K +239 +19%
OPA
1184
Old Port Advisors
Maine
$785K +$4.16K +10 +0.7%
QIM
1185
Quest Investment Management
Oregon
$784K – – –
MPWT
1186
MassMutual Private Wealth & Trust
Connecticut
$780K +$27.5K +66 +5%
CPA
1187
Court Place Advisors
Maryland
$778K +$19.2K +46 +3%
SCA
1188
Southern Capital Advisors
Tennessee
$778K +$66.2K +159 +12%
RCAG
1189
Rehmann Capital Advisory Group
Michigan
$776K +$43.3K +104 +8%
SAM
1190
Seelaus Asset Management
New Jersey
$775K +$10.4K +25 +2%
EPIM
1191
Evelyn Partners Investment Management
$773K – – –
PTCG
1192
Pring Turner Capital Group
California
$772K -$31.2K -75 -5%
CT
1193
Colonial Trust
South Carolina
$769K -$5.83K -14 -1%
KA
1194
Kercheville Advisors
Texas
$767K +$604K +1,450 New
CA
1195
Cullinan Associates
Kentucky
$766K – – –
CGL
1196
Clarius Group LLC
Washington
$765K +$38.7K +93 +7%
AFAS
1197
Acorn Financial Advisory Services
Virginia
$764K +$3.33K +8 +0.6%
NP
1198
Ninepoint Partners
Ontario, Canada
$764K -$371K -891 -38%
PWPS
1199
Pinnacle Wealth Planning Services
Ohio
$763K +$173K +416 +41%
KIA
1200
KCM Investment Advisors
California
$760K +$24.6K +59 +4%
46 47
48
49 50