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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1601
WESPAC Advisors
California
$472K +$64.8K +107 +16%
HDIM
1602
Hanson & Doremus Investment Management
Vermont
$472K -$61.8K -102 -12%
NI
1603
Natural Investments
California
$469K – – –
OWA
1604
Octavia Wealth Advisors
Ohio
$469K +$197K +325 +74%
3IP
1605
3Chopt Investment Partners
Virginia
$469K -$13.3K -22 -3%
TFA
1606
Transamerica Financial Advisors
Florida
$468K +$462K +762 New
HA
1607
Herold Advisors
New York
$467K +$122K +201 +36%
AAMC
1608
Asset Allocation & Management Company
Illinois
$467K +$182K +300 +65%
MCCP
1609
Mission Creek Capital Partners
California
$466K +$41.2K +68 +2%
COI
1610
Connable Office Inc
Michigan
$465K – – –
SWMP
1611
Signature Wealth Management Partners
New Jersey
$463K +$66K +109 +17%
CWMP
1612
Clarion Wealth Managment Partners
Virginia
$462K -$1.82K -3 -0.4%
MWA
1613
Midland Wealth Advisors
Illinois
$462K +$5.45K +9 +1%
USGIU
1614
U.S. Global Investors (USGI)
Texas
$461K -$757K -1,250 -63%
TCOK
1615
Trust Company of Kansas
Kansas
$459K – – –
NG
1616
Norden Group
Utah
$458K +$140K +231 +45%
OL
1617
OneFund LLC
Florida
$458K +$13.3K +22 +3%
SAM
1618
S.A. Mason
Michigan
$457K – – –
PPW
1619
Presilium Private Wealth
Pennsylvania
$457K – – –
CICI
1620
Capital Investment Counsel Inc
North Carolina
$456K -$14.5K -24 -3%
PFA
1621
Pure Financial Advisors
California
$455K +$27.9K +46 +7%
OPTFSNA
1622
Old Point Trust & Financial Services N A
Virginia
$453K -$282K -465 -39%
UWP
1623
Uniting Wealth Partners
Kansas
$452K +$445K +735 New
KA
1624
Kozak & Associates
Colorado
$452K +$1.82K +3 +0.4%
FFA
1625
First Foundation Advisors
California
$451K +$606 +1 +0.1%
63 64
65
66 67