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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIC
1626
Family Investment Center
Missouri
$357K +$281K +675 New
APG
1627
Abacus Planning Group
South Carolina
$356K +$280K +672 New
CYG
1628
Clean Yield Group
Vermont
$355K – – –
SFS
1629
Security Financial Services
Indiana
$355K +$4.16K +10 +2%
JAG
1630
Journey Advisory Group
Kentucky
$354K +$2.08K +5 +0.8%
ONB
1631
Old National Bancorp
Indiana
$353K -$45K -108 -14%
CCIA
1632
Cherry Creek Investment Advisors
Colorado
$353K +$278K +667 New
WDA
1633
Wendell David Associates
New Hampshire
$352K +$277K +666 New
RDWM
1634
Red Door Wealth Management
Tennessee
$351K -$88.3K -212 -24%
CA
1635
Continuum Advisory
Idaho
$351K +$11.7K +28 +4%
DA
1636
Drake & Associates
Wisconsin
$350K – – –
WA
1637
WESPAC Advisors
California
$350K +$275K +661 New
KWM
1638
Kingsman Wealth Management
Florida
$349K +$275K +660 New
BSB
1639
Bangor Savings Bank
Maine
$348K +$5.83K +14 +2%
LFA
1640
Lauterbach Financial Advisors
Texas
$348K +$274K +657 New
SCM
1641
SCS Capital Management
Massachusetts
$347K +$273K +656 New
CI
1642
Cherokee Insurance
Michigan
$347K – – –
AC
1643
ASB Consultores
Florida
$347K +$273K +656 New
CA
1644
Carson Advisory
Georgia
$347K +$273K +655 New
RFA
1645
Rollins Financial Advisors
New York
$345K -$156K -375 -37%
QP
1646
Quilter Plc
United Kingdom
$344K -$2.92K -7 -1%
CCFM
1647
Clear Creek Financial Management
Washington
$342K +$269K +646 New
SPI
1648
Santori & Peters Inc
Pennsylvania
$341K +$269K +645 New
RWM
1649
Revisor Wealth Management
Ohio
$341K +$263K +632 New
SWMP
1650
Signature Wealth Management Partners
New Jersey
$341K +$268K +644 New
64 65
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