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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1526
Kozak & Associates
Colorado
$418K – – –
LDB
1527
Lee, Danner & Bass
Tennessee
$417K – – –
CWP
1528
Cyndeo Wealth Partners
Florida
$417K -$8.74K -21 -3%
PAA
1529
Peregrine Asset Advisers
Oregon
$416K +$20.8K +50 +7%
3IP
1530
3Chopt Investment Partners
Virginia
$415K -$687K -1,649 -68%
DBRC
1531
D.B. Root & Company
Pennsylvania
$414K +$326K +782 New
AAS
1532
AdviceOne Advisory Services
Connecticut
$413K – – –
PMG
1533
Private Management Group
California
$413K – – –
MPM
1534
MBB Public Markets
Illinois
$413K -$72K -173 -18%
CWP
1535
Curated Wealth Partners
California
$412K +$324K +779 New
AWE
1536
Avidian Wealth Enterprises
Texas
$410K +$3.33K +8 +1%
GPW
1537
Genesis Private Wealth
Virginia
$410K -$9.16K -22 -3%
SQA
1538
Simon Quick Advisors
New Jersey
$409K -$548K -1,317 -63%
PWM
1539
Pines Wealth Management
North Carolina
$408K +$329K +790 New
WP
1540
Westmount Partners
California
$407K -$43.3K -104 -12%
NWWA
1541
New Wave Wealth Advisors
Arkansas
$406K +$1.25K +3 +0.4%
HG
1542
Harbor Group
New Hampshire
$405K – – –
CICI
1543
Capital Investment Counsel Inc
North Carolina
$405K -$14.2K -34 -4%
RPCONE
1544
Retirement Planning Company of New England
Rhode Island
$404K +$9.99K +24 +3%
NI
1545
Natural Investments
California
$403K +$318K +763 New
EWA
1546
Exencial Wealth Advisors
Oklahoma
$403K -$10.8K -26 -3%
RPA
1547
Rock Point Advisors
Vermont
$402K +$18.7K +45 +6%
CA
1548
Calton & Associates
Florida
$402K +$316K +759 New
COI
1549
Connable Office Inc
Michigan
$400K +$315K +756 New
DWM
1550
Drive Wealth Management
Utah
$400K +$15K +36 +5%
60 61
62
63 64