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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1451
Atticus Wealth Management
Florida
$599K +$234K +386 +66%
WWC
1452
Waypoint Wealth Counsel
Georgia
$598K +$88.5K +146 +18%
HBT
1453
Heartland Bank & Trust
Illinois
$598K -$7.88K -13 -1%
AWM
1454
Avior Wealth Management
Nebraska
$597K +$48.5K +80 +9%
CBA
1455
Coastal Bridge Advisors
Connecticut
$597K +$9.69K +16 +2%
AAG
1456
Armstrong Advisory Group
Massachusetts
$597K +$12.1K +20 +2%
APM
1457
a16z Perennial Management
California
$596K +$588K +970 New
RPWA
1458
Regent Peak Wealth Advisors
Georgia
$596K +$588K +970 New
AA
1459
Armis Advisers
Georgia
$595K +$26.7K +44 +4%
RDWM
1460
Red Door Wealth Management
Tennessee
$594K +$183K +302 +46%
KFI
1461
Key Financial Inc
Pennsylvania
$593K +$2.42K +4 +0.4%
BOM
1462
Bank of Marin
California
$591K -$208K -344 -26%
MA
1463
MBA Advisors
Pennsylvania
$590K – – –
HIA
1464
HTG Investment Advisors
Connecticut
$590K -$9.09K -15 -2%
CA
1465
CWC Advisors
Oregon
$588K +$16.4K +27 +3%
C
1466
Certuity
Florida
$588K +$87.8K +145 +18%
SIC
1467
SJS Investment Consulting
Ohio
$587K +$41.8K +69 +8%
BCM
1468
Becker Capital Management
Oregon
$587K – – –
FEM
1469
Fulcrum Equity Management
Texas
$587K +$7.88K +13 +1%
PRP
1470
Peak Retirement Planning
Ohio
$586K +$577K +952 New
PWS
1471
Peterson Wealth Services
Utah
$585K +$641K +1,058 +111%
BMA
1472
Brooks Moore & Associates
Tennessee
$585K – – –
IP
1473
Ignite Planners
California
$582K -$606 -1 -0.1%
WA
1474
Wealth Alliance
New York
$579K +$36.3K +60 +7%
IIC
1475
Ironwood Investment Counsel
Arizona
$579K – – –
57 58
59
60 61