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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
EPIMS
1701
Evelyn Partners Investment Management Services
$43.4K +$16K +46 +48%
AP
1702
Atwood & Palmer
Missouri
$43K – – –
JFGIW
1703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K – – –
GWP
1704
Gen-Wealth Partners
Michigan
$42.4K – – –
MCA
1705
Maryland Capital Advisors
Maryland
$42.4K +$6.28K +18 +15%
VWM
1706
Valley Wealth Managers
New Jersey
$42.4K +$47.8K +137 +6,850%
Bogart Wealth LLC
1707
Bogart Wealth LLC
Virginia
$42.1K +$5.93K +17 +14%
AT
1708
Avalon Trust
New Mexico
$42K +$3.49K +10 +8%
TLCM
1709
Twin Lakes Capital Management
California
$41.2K – – –
PSFG
1710
Park Square Financial Group
Georgia
$40.6K – – –
PGAM
1711
Princeton Global Asset Management
New Jersey
$40.3K -$9.41K -27 -17%
RWM
1712
Ruedi Wealth Management
Illinois
$39.7K – – –
QL
1713
Quarry LP
New York
$39.4K -$8.02K -23 -15%
KWM
1714
Kiker Wealth Management
Georgia
$38.8K +$44.3K +127 New
HCA
1715
Heck Capital Advisors
Wisconsin
$38.2K -$369K -1,058 -89%
WPA
1716
West Paces Advisors
Georgia
$37.5K – – –
PCC
1717
Park Circle Company
Maryland
$36.6K – – –
TC
1718
Trust Company
Kansas
$36.3K – – –
PCTC
1719
Perkins Coie Trust Company
Washington
$35.7K +$6.97K +20 +21%
DIP
1720
DT Investment Partners
Pennsylvania
$34.8K – – –
OW
1721
Olistico Wealth
Oklahoma
$34.5K – – –
C
1722
Covestor
United Kingdom
$34K +$349 +1 +0.9%
NECFA
1723
New England Capital Financial Advisors
Connecticut
$33.7K – – –
SA
1724
SRH Advisors
Kansas
$33.3K – – –
PAM
1725
Pinpoint Asset Management
Hong Kong
$33.3K +$6.28K +18 +20%