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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1701
Oakworth Capital
Alabama
$400K +$176K +290 +80%
PWP
1702
Phillips Wealth Planners
Mississippi
$400K +$33.9K +56 +9%
SMA
1703
Seven Mile Advisory
New Jersey
$399K +$110K +181 +39%
NFG
1704
Nations Financial Group
Iowa
$399K +$39.4K +65 +11%
RIG
1705
RiverFront Investment Group
Virginia
$397K +$101K +167 +35%
SPI
1706
Santori & Peters Inc
Pennsylvania
$397K – – –
BCM
1707
Bayesian Capital Management
New York
$396K +$390K +644 New
RC
1708
Roundview Capital
New Jersey
$395K – – –
QP
1709
Quilter Plc
United Kingdom
$394K -$6.06K -10 -2%
GSF
1710
Grove Street Fiduciary
New Hampshire
$394K – – –
WC
1711
Westhampton Capital
North Carolina
$394K – – –
MCM
1712
Monument Capital Management
Virginia
$392K – – –
CWM
1713
Consultiva Wealth Management
Puerto Rico
$390K – – –
GPW
1714
Genesis Private Wealth
Virginia
$389K -$85.4K -141 -18%
BSB
1715
Bangor Savings Bank
Maine
$389K -$14.5K -24 -4%
OP
1716
ORG Partners
Indiana
$389K +$21.8K +36 +6%
TLA
1717
Tanglewood Legacy Advisors
Texas
$388K – – –
CB
1718
Community Bank
New York
$387K – – –
CA
1719
Carson Advisory
Georgia
$384K -$18.2K -30 -5%
AWM
1720
AllSquare Wealth Management
New York
$384K -$67.9K -112 -15%
PCH
1721
PGIM Custom Harvest
New Jersey
$384K +$103K +170 +37%
SFC
1722
Sprinkle Financial Consultants
Colorado
$384K +$1.21K +2 +0.3%
IIM
1723
Ironwood Investment Management
Massachusetts
$383K – – –
TCM
1724
Tufton Capital Management
Maryland
$383K -$37K -61 -9%
SF
1725
Symphony Financial
Texas
$383K -$1.77M -2,917 -82%
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70 71