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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
1426
Wescott Financial Advisory Group
Pennsylvania
$609K +$13.3K +22 +2%
TIA
1427
Tiemann Investment Advisors
California
$609K +$119K +196 +25%
Check Capital Management
1428
Check Capital Management
California
$608K – – –
CPA
1429
Capital Performance Advisors
California
$607K +$9.69K +16 +2%
BFG
1430
Berger Financial Group
Minnesota
$606K -$1.82K -3 -0.3%
MGWM
1431
Marks Group Wealth Management
Minnesota
$606K +$1.82K +3 +0.3%
HWMO
1432
Heritage Wealth Management (Ohio)
Ohio
$606K – – –
CA
1433
Calton & Associates
Florida
$606K +$137K +226 +30%
HR
1434
Howe & Rusling
New York
$605K +$33.3K +55 +6%
EB
1435
Exchange Bank
California
$604K +$151K +250 +34%
FWP
1436
Forefront Wealth Partners
Texas
$604K +$595K +982 New
NG
1437
Northstar Group
New York
$604K – – –
HWA
1438
HCR Wealth Advisors
California
$604K +$75.7K +125 +14%
NSIM
1439
North Star Investment Management
Illinois
$603K -$29.7K -49 -5%
NAS
1440
Nicolet Advisory Services
Wisconsin
$603K +$13.3K +22 +2%
R.M. Davis Inc
1441
R.M. Davis Inc
Maine
$603K -$3.03K -5 -0.5%
First National Bank of Omaha
1442
First National Bank of Omaha
Nebraska
$603K -$3.03K -5 -0.5%
BTWM
1443
Brass Tax Wealth Management
Ohio
$603K +$162K +267 +37%
BMWM
1444
Brown Miller Wealth Management
Virginia
$602K +$47.3K +78 +9%
RS
1445
Rakuten Securities
Japan
$602K -$915K -1,510 -61%
CAWM
1446
Capital Advisors Wealth Management
Washington
$602K +$112K +185 +23%
CFG
1447
Cooper Financial Group
California
$601K +$592K +978 New
CAM
1448
Columbia Asset Management
Michigan
$601K +$15.1K +25 +3%
DCM
1449
Dudley Capital Management
Virginia
$601K – – –
AWM
1450
Atticus Wealth Management
Florida
$599K +$234K +386 +66%