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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1726
Root Financial Partners
California
$761K +$177K +227 +35%
LBC
1727
Lowe Brockenbrough & Co
Virginia
$761K -$6.24K -8 -0.9%
EW
1728
Expressive Wealth
Illinois
$756K +$34.3K +44 +7%
CW
1729
Channel Wealth
California
$756K -$95.2K -122 -12%
BGAI
1730
Bruce G. Allen Investments
Colorado
$754K +$2.34K +3 +0.3%
SP
1731
Symmetry Partners
Connecticut
$753K +$241K +309 +56%
MA
1732
Montag & Associates
Georgia
$752K +$334K +428 +99%
RZH
1733
Relyea Zuckerberg Hanson
Connecticut
$749K +$14.8K +19 +2%
EM
1734
Excalibur Management
Massachusetts
$748K -$20.3K -26 -3%
USB
1735
Union Savings Bank
Connecticut
$745K +$21.1K +27 +3%
BRG
1736
Bay Rivers Group
Virginia
$742K +$663K +850 New
MB
1737
MidFirst Bank
Oklahoma
$742K -$747K -957 -53%
MW
1738
MBL Wealth
North Carolina
$742K +$90.5K +116 +16%
BG
1739
Bahl & Gaynor
Ohio
$741K -$225K -289 -25%
TCPG
1740
Trivant Custom Portfolio Group
California
$741K +$662K +849 New
AFA
1741
AA Financial Advisors
Ohio
$740K +$67.1K +86 +11%
BFG
1742
Bouchey Financial Group
New York
$739K +$44.5K +57 +8%
MEAC
1743
M.E. Allison & Co
Texas
$739K – – –
MPI
1744
Mairs & Power Inc
Minnesota
$738K -$67.9K -87 -9%
AA
1745
Aire Advisors
California
$737K +$5.46K +7 +0.8%
KA
1746
Kozak & Associates
Colorado
$733K -$31.2K -40 -5%
TVM
1747
True Vision MN
Minnesota
$733K +$655K +840 New
FIB
1748
First Interstate Bank
Montana
$733K – – –
LWMM
1749
Legacy Wealth Management (Mississippi)
Mississippi
$733K +$655K +839 New
CCC
1750
Chesapeake Capital Corp
Florida
$732K – – –
68 69
70
71 72