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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1826
Blume Capital Management
California
$653K -$28.1K -36 -5%
OIS
1827
OneAscent Investment Solutions
Alabama
$650K +$23.4K +30 +4%
BFA
1828
Bill Few Associates
Pennsylvania
$649K – – –
SAM
1829
S.A. Mason
Michigan
$649K – – –
RWM
1830
Rialto Wealth Management
New York
$649K +$176K +225 +43%
HG
1831
Harbor Group
New Hampshire
$649K +$12.5K +16 +2%
KFGK
1832
Keystone Financial Group (Kentucky)
Kentucky
$648K +$136K +174 +31%
MAM
1833
Milestone Asset Management
Pennsylvania
$648K +$3.9K +5 +0.7%
TSWM
1834
Triangle Securities Wealth Management
North Carolina
$647K – – –
IAA
1835
Ironsides Asset Advisors
North Carolina
$647K +$578K +741 New
CWMP
1836
Clarion Wealth Managment Partners
Virginia
$644K -$9.36K -12 -2%
AWM
1837
Aberdeen Wealth Management
Illinois
$642K – – –
SFS
1838
Security Financial Services
Indiana
$642K +$9.36K +12 +2%
AW
1839
Alchemi Wealth
Connecticut
$642K +$7.8K +10 +1%
BWA
1840
Basecamp Wealth Advisors
Washington
$641K +$28.1K +36 +5%
G
1841
GenTrust
Florida
$641K +$269K +345 +89%
DBRC
1842
D.B. Root & Company
Pennsylvania
$641K +$106K +136 +23%
IMC
1843
Investment Management Corporation
Virginia
$641K +$573K +734 New
GFP
1844
Guardian Financial Partners
California
$639K +$80.4K +103 +16%
WFI
1845
West Family Investments
California
$638K -$382K -489 -40%
WFA
1846
WJ Financial Advisors
Connecticut
$638K -$42.1K -54 -7%
OBWG
1847
Onyx Bridge Wealth Group
New York
$635K +$7.02K +9 +1%
RWB
1848
RMR Wealth Builders
New Jersey
$634K +$29.6K +38 +6%
EFG
1849
Ethos Financial Group
Pennsylvania
$633K +$229K +294 +69%
BAM
1850
BOS Asset Management
Illinois
$633K +$1.56K +2 +0.3%
72 73
74
75 76