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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
1726
Gilliland Jeter Wealth Management
Arkansas
$306K +$241K +579 New
SWA
1727
Sax Wealth Advisors
New Jersey
$306K +$241K +579 New
OP
1728
ORG Partners
Indiana
$306K +$48.7K +117 +24%
MHC
1729
May Hill Capital
Massachusetts
$306K +$241K +578 New
RT
1730
Rockland Trust
Massachusetts
$306K +$241K +578 New
1IA
1731
1834 Investment Advisors
Wisconsin
$305K +$240K +577 New
HCC
1732
Hirtle Callaghan & Co
Pennsylvania
$305K +$240K +577 New
WW
1733
Waterfront Wealth
Kansas
$305K +$240K +576 New
SWA
1734
SFMG Wealth Advisors
Texas
$305K +$240K +576 New
KA
1735
KDT Advisors
New York
$304K -$708K -1,700 -75%
CMAI
1736
Capital Management Associates Inc
Minnesota
$304K -$239K -575 -50%
FCAS
1737
First Command Advisory Services
Texas
$304K +$40K +96 +20%
DA
1738
Dover Advisors
Virginia
$303K +$239K +573 New
BCB
1739
Brian C. Broderick
$303K +$238K +572 New
SIA
1740
SeaBridge Investment Advisors
New Jersey
$303K +$238K +572 New
AC
1741
Allstate Corporation
Illinois
$302K -$3.85M -9,243 -94%
FCM
1742
Fourpath Capital Management
Oklahoma
$302K +$238K +571 New
CFIA
1743
Cantor Fitzgerald Investment Advisors
New York
$301K +$237K +569 New
CIA
1744
Compass Ion Advisors
Pennsylvania
$301K +$237K +569 New
AAM
1745
Auxier Asset Management
Oregon
$301K +$237K +569 New
LWM
1746
Level Wealth Management
North Carolina
$301K +$236K +568 New
OWM
1747
OneAscent Wealth Management
Alabama
$300K +$236K +567 New
AFT
1748
Alpha Family Trust
California
$299K +$236K +566 New
MP
1749
McDonald Partners
Ohio
$299K +$236K +566 New
RWP
1750
Revolve Wealth Partners
New Jersey
$298K +$235K +564 New
68 69
70
71 72