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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
1201
Boyd Watterson Asset Management
Ohio
$757K +$32.9K +79 +6%
OFS
1202
OneAscent Financial Services
Alabama
$757K +$69.1K +166 +13%
FB
1203
First Bancorp
Maine
$757K -$416 -1 -0.1%
CIC
1204
Crawford Investment Counsel
Georgia
$756K +$12.5K +30 +2%
HAIM
1205
Hunter Associates Investment Management
Pennsylvania
$753K +$22.1K +53 +4%
QWP
1206
Quotient Wealth Partners
Texas
$753K +$113K +271 +24%
FWA
1207
FOCUS Wealth Advisors
Texas
$750K
ONSWM
1208
Old North State Wealth Management
North Carolina
$750K +$590K +1,416 New
NS
1209
NBC Securities
Alabama
$747K -$107K -256 -15%
PFG
1210
Putney Financial Group
California
$747K +$566K +1,360 +2,667%
TIA
1211
Traphagen Investment Advisors
New Jersey
$741K +$17.9K +43 +3%
Financial Engines Advisors
1212
Financial Engines Advisors
California
$741K +$1.67K +4 +0.3%
PIM
1213
Penobscot Investment Management
Massachusetts
$740K +$2.5K +6 +0.4%
ATC
1214
Adirondack Trust Company
New York
$739K +$157K +378 +37%
NFSG
1215
Newbridge Financial Services Group
Florida
$738K -$18.3K -44 -3%
MIM
1216
Moseley Investment Management
Florida
$736K +$579K +1,390 New
SCI
1217
Stableford Capital II
Arizona
$732K +$1.67K +4 +0.4%
SFA
1218
Souders Financial Advisors
Ohio
$731K +$73.3K +176 +15%
DPIM
1219
Duff & Phelps Investment Management
Illinois
$731K +$67K +161 +13%
LCM
1220
Logan Capital Management
Pennsylvania
$730K
VWM
1221
Venturi Wealth Management
Texas
$728K +$29.6K +71 +5%
GSEP
1222
Golden State Equity Partners
California
$726K +$571K +1,372 New
SEIA
1223
Signature Estate & Investment Advisors
California
$726K -$5K -12 -0.9%
BPW
1224
Bingham Private Wealth
California
$725K -$299K -717 -34%
BHIA
1225
Birch Hill Investment Advisors
Massachusetts
$724K +$833 +2 +0.1%