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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1801
Baker Tilly Wealth Management
Wisconsin
$446K +$45.1K +74 +12%
TWP
1802
Tyche Wealth Partners
Texas
$446K – – –
Fayez Sarofim & Co
1803
Fayez Sarofim & Co
Texas
$446K – – –
PWW
1804
Pettyjohn Wood & White
Virginia
$446K +$79.8K +131 +24%
PWC
1805
PYA Waltman Capital
Tennessee
$445K – – –
National Philanthropic Trust
1806
National Philanthropic Trust
Pennsylvania
$445K +$415K +681 New
CICI
1807
Capital Investment Counsel Inc
North Carolina
$444K -$38.4K -63 -8%
NWM
1808
Northwest Wealth Management
Iowa
$443K +$130K +213 +46%
JAG
1809
Journey Advisory Group
Kentucky
$443K +$609 +1 +0.1%
WFA
1810
Wellspring Financial Advisors
Ohio
$443K +$412K +677 New
PGIM Custom Harvest
1811
PGIM Custom Harvest
New Jersey
$442K +$31.7K +52 +8%
QL
1812
Quarry LP
New York
$441K +$393K +646 +2,228%
SPI
1813
Santori & Peters Inc
Pennsylvania
$439K +$16.4K +27 +4%
Nicholas Hoffman & Company
1814
Nicholas Hoffman & Company
Georgia
$439K – – –
DI
1815
Disciplined Investors
Texas
$438K +$76.7K +126 +23%
BM
1816
Berman McAleer
Maryland
$437K -$26.2K -43 -6%
AFP
1817
Advus Financial Partners
Florida
$437K – – –
PAG
1818
Private Advisory Group
Washington
$435K -$3.04M -4,994 -88%
CA
1819
Continuum Advisory
Idaho
$434K -$67K -110 -14%
Truepoint Inc
1820
Truepoint Inc
Ohio
$433K -$73.1K -120 -15%
HEM
1821
Henson-Edgewater Management
Ohio
$432K +$403K +661 New
WDA
1822
Wendell David Associates
New Hampshire
$431K – – –
Associated Banc-Corp
1823
Associated Banc-Corp
Wisconsin
$431K -$102K -167 -20%
LFA
1824
Lauterbach Financial Advisors
Texas
$429K – – –
LPAM
1825
Lodestar Private Asset Management
California
$429K +$45.7K +75 +13%