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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1901
Sculati Wealth Management
Michigan
$306K -$18.2K -30 -6%
BW
1902
Basepoint Wealth
Iowa
$306K – – –
SI
1903
Saxon Interests
Texas
$305K +$302K +498 New
SIAG
1904
Signet Investment Advisory Group
Rhode Island
$304K +$46K +76 +18%
SPWG
1905
Syntegra Private Wealth Group
Missouri
$303K +$8.48K +14 +3%
RA
1906
Riversedge Advisors
Delaware
$303K +$299K +493 New
WIA
1907
Westbourne Investment Advisors
Maryland
$303K – – –
APW
1908
Aventura Private Wealth
Florida
$303K +$3.63K +6 +1%
SP
1909
Successful Portfolios
Florida
$302K -$4.24K -7 -1%
AIM
1910
Advyzon Investment Management
Illinois
$301K +$66K +109 +29%
FFA
1911
Fairfield Financial Advisors
Massachusetts
$301K +$297K +490 New
FAT
1912
First American Trust
California
$301K +$48.5K +80 +20%
AWA
1913
Archvest Wealth Advisors
California
$301K +$55.7K +92 +23%
CW
1914
Channel Wealth
California
$300K -$1.66M -2,741 -85%
FCMA
1915
Foresight Capital Management Advisors
Michigan
$300K +$296K +488 New
DOA
1916
D'Orazio & Associates
Virginia
$300K +$13.3K +22 +5%
BFF
1917
Byrne Financial Freedom
Massachusetts
$299K -$30.3K -50 -9%
TCBWMS
1918
Texas Capital Bank Wealth Management Services
Texas
$299K +$295K +487 New
TWA
1919
Trace Wealth Advisors
California
$299K +$295K +487 New
HPBT
1920
Hickory Point Bank & Trust
Illinois
$298K – – –
ABWM
1921
Alpine Bank Wealth Management
Colorado
$298K – – –
4WM
1922
4J Wealth Management
Virginia
$298K – – –
ZF
1923
Zhang Financial
Michigan
$297K +$30.3K +50 +12%
POIA
1924
Pin Oak Investment Advisors
Texas
$297K – – –
AWAP
1925
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$297K +$4.24K +7 +1%
75 76
77
78 79