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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
IGGA
1901
Iron Gate Global Advisors
Utah
$306K -$30.3K -50 -9%
AC
1902
AIFG Consultants
New York
$306K -$2.42K -4 -0.8%
SWM
1903
Sculati Wealth Management
Michigan
$306K -$18.2K -30 -6%
BW
1904
Basepoint Wealth
Iowa
$306K – – –
SI
1905
Saxon Interests
Texas
$305K +$302K +498 New
SIAG
1906
Signet Investment Advisory Group
Rhode Island
$304K +$46K +76 +18%
SPWG
1907
Syntegra Private Wealth Group
Missouri
$303K +$8.48K +14 +3%
RA
1908
Riversedge Advisors
Delaware
$303K +$299K +493 New
WIA
1909
Westbourne Investment Advisors
Maryland
$303K – – –
APW
1910
Aventura Private Wealth
Florida
$303K +$3.63K +6 +1%
SP
1911
Successful Portfolios
Florida
$302K -$4.24K -7 -1%
AIM
1912
Advyzon Investment Management
Illinois
$301K +$66K +109 +29%
FFA
1913
Fairfield Financial Advisors
Massachusetts
$301K +$297K +490 New
FAT
1914
First American Trust
California
$301K +$48.5K +80 +20%
AWA
1915
Archvest Wealth Advisors
California
$301K +$55.7K +92 +23%
CW
1916
Channel Wealth
California
$300K -$1.66M -2,741 -85%
FCMA
1917
Foresight Capital Management Advisors
Michigan
$300K +$296K +488 New
DOA
1918
D'Orazio & Associates
Virginia
$300K +$13.3K +22 +5%
BFF
1919
Byrne Financial Freedom
Massachusetts
$299K -$30.3K -50 -9%
TCBWMS
1920
Texas Capital Bank Wealth Management Services
Texas
$299K +$295K +487 New
TWA
1921
Trace Wealth Advisors
California
$299K +$295K +487 New
HPBT
1922
Hickory Point Bank & Trust
Illinois
$298K – – –
ABWM
1923
Alpine Bank Wealth Management
Colorado
$298K – – –
4WM
1924
4J Wealth Management
Virginia
$298K – – –
ZF
1925
Zhang Financial
Michigan
$297K +$30.3K +50 +12%