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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1726
Ironwood Investment Management
Massachusetts
$383K – – –
TCM
1727
Tufton Capital Management
Maryland
$383K -$37K -61 -9%
SF
1728
Symphony Financial
Texas
$383K -$1.77M -2,917 -82%
IFG Advisory
1729
IFG Advisory
Georgia
$382K +$76.3K +126 +25%
RFG Advisory
1730
RFG Advisory
Alabama
$382K +$70.9K +117 +23%
DA
1731
Drake & Associates
Wisconsin
$382K +$12.1K +20 +3%
BBPWM
1732
Blue Bell Private Wealth Management
Pennsylvania
$382K +$11.5K +19 +3%
BE
1733
Bonness Enterprises
District of Columbia
$381K – – –
WPP
1734
Whalerock Point Partners
Rhode Island
$380K +$374K +618 New
AWM
1735
Accurate Wealth Management
Florida
$379K +$12.1K +20 +4%
TLFA
1736
True Link Financial Advisors
California
$378K – – –
PSCM
1737
Per Stirling Capital Management
Texas
$378K +$606 +1 +0.2%
KLCM
1738
KG&L Capital Management
Louisiana
$378K +$372K +614 New
CFO
1739
CVA Family Office
Colorado
$376K +$1.21K +2 +0.3%
DI
1740
Diligent Investors
California
$376K +$51.5K +85 +16%
FWM
1741
Forza Wealth Management
Florida
$376K – – –
BWFA
1742
Baltimore-Washington Financial Advisors
Maryland
$375K -$111K -183 -23%
RFA
1743
Register Financial Advisors
Georgia
$375K +$4.85K +8 +1%
JCM
1744
Jacobsen Capital Management
Utah
$374K -$3.03K -5 -0.8%
BTWM
1745
Baker Tilly Wealth Management
Wisconsin
$374K +$4.85K +8 +1%
JB Capital
1746
JB Capital
Connecticut
$374K +$5.45K +9 +2%
GLR
1747
Great Lakes Retirement
Ohio
$373K +$3.03K +5 +0.8%
PWG
1748
Portside Wealth Group
Utah
$370K +$44.8K +74 +14%
CFM
1749
Catalyst Funds Management
Australia
$369K -$60.6K -100 -14%
BRM
1750
Boston Research & Management
Massachusetts
$369K – – –