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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
1901
Signature Wealth Management Partners
New Jersey
$861K -$51K -50 -6%
DWM
1902
Dynasty Wealth Management
Florida
$860K -$80.6K -79 -10%
BMWS
1903
Brady Martz Wealth Solutions
North Dakota
$859K +$358K +351 +92%
UAG
1904
United Advisor Group
Ohio
$859K +$184K +180 +33%
KFGK
1905
Keystone Financial Group (Kentucky)
Kentucky
$858K -$9.19K -9 -1%
WFA
1906
WJ Financial Advisors
Connecticut
$858K -$1.02K -1 -0.1%
OMIC
1907
Old Mission Investment Co
Michigan
$854K +$1.02K +1 +0.1%
KA
1908
KDT Advisors
New York
$854K +$12.2K +12 +2%
CC
1909
Clearwave Capital
California
$851K +$206K +202 +39%
TVPW
1910
Third View Private Wealth
Connecticut
$851K +$739K +724 New
TCWM
1911
Total Clarity Wealth Management
Illinois
$848K – – –
PUI
1912
Purpose Unlimited Inc
$848K +$125K +122 +20%
FAT
1913
First American Trust
California
$847K -$42.9K -42 -6%
CFA
1914
Capstone Financial Advisors
Illinois
$846K +$30.6K +30 +4%
LFS
1915
Legacy Financial Strategies
Kansas
$845K +$59.2K +58 +9%
NCTC
1916
New Covenant Trust Company
Indiana
$845K +$276K +270 +60%
RCS
1917
Retirement Capital Strategies
California
$842K -$3.06K -3 -0.4%
NWM
1918
Northwest Wealth Management
Iowa
$841K -$9.19K -9 -1%
HWP
1919
Highline Wealth Partners
California
$840K +$325K +318 +80%
AF
1920
Apollon Financial
South Carolina
$840K +$183K +179 +33%
BAM
1921
BOS Asset Management
Illinois
$839K -$11.2K -11 -2%
MMHP
1922
Murphy Middleton Hinkle & Parker
Georgia
$839K – – –
LP
1923
LMR Partners
United Kingdom
$839K +$719K +704 +7,040%
GK
1924
Graney & King
New York
$837K -$3.06K -3 -0.4%
CFO
1925
CVA Family Office
Colorado
$837K +$1.02K +1 +0.1%