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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1376
Proficio Capital Partners
Massachusetts
$280K +$14.6K +42 +5%
EM
1377
Excalibur Management
Massachusetts
$279K – – –
PAW
1378
Plan A Wealth
Nebraska
$278K -$34.2K -98 -10%
MWP
1379
Moller Wealth Partners
$277K – – –
SFC
1380
Sprinkle Financial Consultants
Colorado
$277K – – –
Heritage Wealth Advisors
1381
Heritage Wealth Advisors
Virginia
$277K – – –
Cannell & Spears
1382
Cannell & Spears
New York
$277K +$30.3K +87 +11%
WC
1383
Wexford Capital
Florida
$277K +$316K +906 New
CCM
1384
Crew Capital Management
Ohio
$276K +$1.05K +3 +0.3%
CBA
1385
Coastal Bridge Advisors
Connecticut
$275K +$315K +902 New
FFA
1386
Founders Financial Alliance
North Carolina
$274K +$8.02K +23 +3%
SC
1387
Searle & Co
Connecticut
$274K – – –
PFM
1388
Peak Financial Management
Massachusetts
$272K +$311K +892 New
BFA
1389
Beaumont Financial Advisors
Massachusetts
$271K -$8.02K -23 -3%
BFG
1390
Berger Financial Group
Minnesota
$271K +$32.1K +92 +12%
Close Asset Management
1391
Close Asset Management
United Kingdom
$271K -$134K -385 -30%
CPA
1392
Capital Performance Advisors
California
$270K +$309K +886 New
SFG
1393
Snider Financial Group
Washington
$269K -$29.6K -85 -9%
Truepoint Inc
1394
Truepoint Inc
Ohio
$269K – – –
ACM
1395
AlphaStar Capital Management
North Carolina
$268K +$19.2K +55 +7%
WG
1396
Wealth Group
North Carolina
$268K +$307K +879 New
RDWM
1397
Red Door Wealth Management
Tennessee
$267K +$305K +875 New
OMIC
1398
Old Mission Investment Co
Michigan
$267K – – –
PCA
1399
Providence Capital Advisors
North Carolina
$267K -$3.49K -10 -1%
WP
1400
Westmount Partners
California
$267K +$72.2K +207 +31%