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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
1601
Pension & Wealth Management Advisors
Massachusetts
$765 -$576 -3 -50%
ACM
1602
Anfield Capital Management
California
$765 – – –
DCM
1603
Davis Capital Management
Florida
$765 – – –
GWSA
1604
Global Wealth Strategies & Associates
Colorado
$765 – – –
LAM
1605
Lummis Asset Management
Texas
$765 – – –
NMM
1606
Naples Money Management
Florida
$765 – – –
TVWM
1607
Tower View Wealth Management
Wisconsin
$765 – – –
RFS
1608
Richardson Financial Services
Massachusetts
$765 +$576 +3 New
CAM
1609
Creekmur Asset Management
Illinois
$510 -$768 -4 -67%
A
1610
AlphaQuest
New York
$510 – – –
DRS
1611
Deane Retirement Strategies
Louisiana
$510 – – –
FG
1612
Fairman Group
Pennsylvania
$510 – – –
LOIP
1613
Live Oak Investment Partners
Texas
$510 – – –
T
1614
Tidemark
California
$510 – – –
LIS
1615
Legacy Investment Solutions
Idaho
$334 +$192 +1 New
LWMI
1616
Legacy Wealth Management (Idaho)
Idaho
$334 +$192 +1 New
WGS
1617
Washington Growth Strategies
District of Columbia
$297 +$15.2K +79 New
GC
1618
Gould Capital
Washington
$255 – – –
PCM
1619
Perritt Capital Management
Illinois
$255 – – –
WAS
1620
Winch Advisory Services
Wisconsin
$255 – – –
BOC
1621
Bull Oak Capital
California
$255 +$192 +1 New
FPFS
1622
First Personal Financial Services
North Carolina
$255 +$192 +1 New
MRCM
1623
M&R Capital Management
New Jersey
$255 +$192 +1 New
DCP
1624
D1 Capital Partners
New York
– -$235M -1,367,462 Closed
PC
1625
PointState Capital
New York
– -$146M -850,293 Closed