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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1301
Evoke Wealth
California
$321K +$70.4K +202 +24%
Associated Banc-Corp
1302
Associated Banc-Corp
Wisconsin
$320K -$10.5K -30 -3%
NAS
1303
Nicolet Advisory Services
Wisconsin
$320K +$2.79K +8 +0.8%
SWA
1304
Stratos Wealth Advisors
Ohio
$318K -$105K -300 -22%
TCOT
1305
Trust Company of Toledo
Ohio
$318K -$3.84K -11 -1%
WCG
1306
Weaver Consulting Group
California
$318K – – –
CCFCSB
1307
Cape Cod Five Cents Savings Bank
Massachusetts
$317K – – –
QC
1308
Quent Capital
New York
$316K +$100K +287 +38%
SFP
1309
Shepherd Financial Partners
Massachusetts
$316K +$361K +1,034 New
GWM
1310
Greenwich Wealth Management
Connecticut
$315K -$100K -287 -22%
NSIM
1311
North Star Investment Management
Illinois
$314K -$1.05K -3 -0.3%
III
1312
Independent Investors Inc
New York
$314K – – –
RFA
1313
Rollins Financial Advisors
New York
$314K +$358K +1,027 New
PWPS
1314
Pinnacle Wealth Planning Services
Ohio
$313K +$6.63K +19 +2%
OIS
1315
OneAscent Investment Solutions
Alabama
$313K +$357K +1,024 New
ATC
1316
Adirondack Trust Company
New York
$311K +$13.9K +40 +4%
WMA
1317
Wealth Management Associates
New Jersey
$310K +$3.84K +11 +1%
WFAG
1318
Wescott Financial Advisory Group
Pennsylvania
$309K +$2.79K +8 +0.8%
ESB
1319
Essex Savings Bank
Connecticut
$309K +$104K +299 +42%
RCA
1320
Resonant Capital Advisors
Wisconsin
$307K -$5.58K -16 -2%
CAM
1321
Carret Asset Management
New York
$307K – – –
HWMO
1322
Heritage Wealth Management (Ohio)
Ohio
$307K – – –
MGWM
1323
Marks Group Wealth Management
Minnesota
$307K -$4.53K -13 -1%
PAP
1324
Persistent Asset Partners
Hong Kong
$305K +$349K +1,000 New
MUAMU
1325
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$305K +$349K +1,000 New