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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1726
Accurate Wealth Management
Florida
$306K +$236K +568 New
FFG
1727
Fortress Financial Group
Minnesota
$306K +$241K +579 New
GJWM
1728
Gilliland Jeter Wealth Management
Arkansas
$306K +$241K +579 New
SWA
1729
Sax Wealth Advisors
New Jersey
$306K +$241K +579 New
OP
1730
ORG Partners
Indiana
$306K +$48.7K +117 +24%
MHC
1731
May Hill Capital
Massachusetts
$306K +$241K +578 New
RT
1732
Rockland Trust
Massachusetts
$306K +$241K +578 New
1IA
1733
1834 Investment Advisors
Wisconsin
$305K +$240K +577 New
HCC
1734
Hirtle Callaghan & Co
Pennsylvania
$305K +$240K +577 New
WW
1735
Waterfront Wealth
Kansas
$305K +$240K +576 New
SWA
1736
SFMG Wealth Advisors
Texas
$305K +$240K +576 New
KA
1737
KDT Advisors
New York
$304K -$708K -1,700 -75%
CMAI
1738
Capital Management Associates Inc
Minnesota
$304K -$239K -575 -50%
FCAS
1739
First Command Advisory Services
Texas
$304K +$40K +96 +20%
DA
1740
Dover Advisors
Virginia
$303K +$239K +573 New
BCB
1741
Brian C. Broderick
$303K +$238K +572 New
SIA
1742
SeaBridge Investment Advisors
New Jersey
$303K +$238K +572 New
AC
1743
Allstate Corporation
Illinois
$302K -$3.85M -9,243 -94%
FCM
1744
Fourpath Capital Management
Oklahoma
$302K +$238K +571 New
CFIA
1745
Cantor Fitzgerald Investment Advisors
New York
$301K +$237K +569 New
CIA
1746
Compass Ion Advisors
Pennsylvania
$301K +$237K +569 New
AAM
1747
Auxier Asset Management
Oregon
$301K +$237K +569 New
LWM
1748
Level Wealth Management
North Carolina
$301K +$236K +568 New
OWM
1749
OneAscent Wealth Management
Alabama
$300K +$236K +567 New
AFT
1750
Alpha Family Trust
California
$299K +$236K +566 New
68 69
70
71 72