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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1601
Thompson Siegel & Walmsley
Virginia
$603K – – –
SQA
1602
Simon Quick Advisors
New Jersey
$603K -$9.14K -15 -2%
TWM
1603
Tradition Wealth Management
Minnesota
$603K +$87.7K +144 +19%
YIM
1604
Yoffe Investment Management
Pennsylvania
$602K – – –
PWS
1605
Peterson Wealth Services
Utah
$602K -$661K -1,086 -54%
CA
1606
Claro Advisors
Massachusetts
$601K -$3.04K -5 -0.5%
BOM
1607
Bank of Marin
California
$601K -$25K -41 -4%
UWP
1608
Uniting Wealth Partners
Kansas
$601K +$112K +184 +25%
VCAM
1609
Van Cleef Asset Management
Ohio
$601K – – –
NA
1610
Nordwand Advisors
Pennsylvania
$599K +$558K +916 New
C
1611
Certuity
Florida
$598K -$25.6K -42 -4%
PFW
1612
Petros Family Wealth
Minnesota
$598K +$16.4K +27 +3%
MWP
1613
Moller Wealth Partners
$597K – – –
PAW
1614
Plan A Wealth
Nebraska
$597K +$6.09K +10 +1%
VIS
1615
Vega Investment Solutions
France
$597K +$556K +913 New
W
1616
Wealthquest
Ohio
$597K +$556K +913 New
FMLI
1617
Fukoku Mutual Life Insurance
Japan
$595K -$59.1K -97 -10%
HWMO
1618
Heritage Wealth Management (Ohio)
Ohio
$595K -$45.7K -75 -8%
VWA
1619
Visionary Wealth Advisors
Illinois
$595K +$78K +128 +16%
WC
1620
Westhampton Capital
North Carolina
$592K +$162K +266 +42%
SSCM
1621
Spectrum Strategic Capital Management
Oregon
$592K +$552K +906 New
CCG
1622
Ceeto Capital Group
Florida
$591K -$60.9K -100 -10%
OFS
1623
OneAscent Financial Services
Alabama
$590K -$330K -542 -38%
CCM
1624
Crew Capital Management
Ohio
$590K – – –
EC
1625
EntryPoint Capital
New York
$590K +$312K +512 +131%
63 64
65
66 67