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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1776
Parkworth Wealth Management
California
$15.8K +$15K +48 New
MBFW
1777
Morton Brown Family Wealth
Pennsylvania
$15.5K – – –
Q1WB
1778
Quest 10 Wealth Builders
Virginia
$15.5K +$14.7K +47 New
HWP
1779
Highline Wealth Partners
California
$15.1K +$4.06K +13 +39%
MSWM
1780
Mowery & Schoenfeld Wealth Management
Illinois
$15.1K +$14.4K +46 New
CAWM
1781
Capital A Wealth Management
Pennsylvania
$14.8K +$14.1K +45 New
T
1782
Transce3nd
Texas
$14.8K +$14.1K +45 New
SC
1783
Stephens Consulting
Michigan
$14.5K +$2.81K +9 +26%
KG
1784
Kieckhefer Group
Wisconsin
$14.1K +$13.4K +43 New
MFA
1785
McClarren Financial Advisors
Pennsylvania
$14K +$13.4K +43 New
RDFA
1786
Ritter Daniher Financial Advisory
Ohio
$13.8K -$5.63K -18 -30%
TCM
1787
TruNorth Capital Management
Michigan
$13.8K -$6.57K -21 -33%
SMAM
1788
Sugar Maple Asset Management
Wisconsin
$13.8K +$13.1K +42 New
SIM
1789
Studio Investment Management
Illinois
$13.5K +$625 +2 +5%
CIAS
1790
CBIZ Investment Advisory Services
Ohio
$13.2K +$12.5K +40 New
EWP
1791
Elevation Wealth Partners
California
$12.8K +$9.38K +30 +333%
KOCAA
1792
Knights of Columbus Asset Advisors
Connecticut
$12.2K – – –
RBC
1793
Roble Belko & Company
Pennsylvania
$12K +$2.19K +7 +24%
SC
1794
SouthState Corp
Florida
$11.8K -$36.9K -118 -77%
RTL
1795
Red Tortoise LLC
Georgia
$11.8K – – –
GCM
1796
Glynn Capital Management
California
$11.8K +$11.3K +36 New
AWM
1797
Atticus Wealth Management
Florida
$11.5K – – –
CCMI
1798
Creative Capital Management Investments
California
$11.5K – – –
SRCM
1799
Signature Resources Capital Management
California
$11.5K +$313 +1 +3%
CW
1800
Curio Wealth
Maryland
$11.2K +$10.6K +34 New
70 71
72
73 74