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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1901
Moran Wealth Management
Florida
$594K +$218K +279 +69%
TCOK
1902
Trust Company of Kansas
Kansas
$594K -$51.5K -66 -9%
OCBCO
1903
Oversea-Chinese Banking Corp (OCBC)
Singapore
$593K -$332K -426 -39%
ABWM
1904
Alpine Bank Wealth Management
Colorado
$593K +$151K +194 +40%
FPCP
1905
Fort Point Capital Partners
California
$589K +$14.8K +19 +3%
NHC
1906
Nicholas Hoffman & Company
Georgia
$586K – – –
CIS
1907
Custom Index Systems
New York
$586K -$49.9K -64 -9%
DPIM
1908
Duff & Phelps Investment Management
Illinois
$583K -$38.2K -49 -7%
BM
1909
Berman McAleer
Maryland
$583K – – –
UF
1910
Univest Financial
Pennsylvania
$580K +$31.2K +40 +6%
DI
1911
Disciplined Investors
Texas
$580K -$4.68K -6 -0.9%
GCP
1912
Guardian Capital (Pennsylvania)
Pennsylvania
$579K -$109K -140 -17%
BWM
1913
BKM Wealth Management
Wisconsin
$579K -$28.9K -37 -5%
LFS
1914
Legacy Financial Strategies
Kansas
$577K +$113K +145 +28%
WDA
1915
Wendell David Associates
New Hampshire
$576K – – –
AC
1916
ASB Consultores
Florida
$575K – – –
AIM
1917
Aspen Investment Management
Michigan
$574K +$105K +135 +26%
MCM
1918
Monument Capital Management
Virginia
$573K +$1.56K +2 +0.3%
ACG
1919
Allen Capital Group
Nebraska
$572K +$86.6K +111 +20%
NFG
1920
Nadler Financial Group
Illinois
$572K +$117K +150 +30%
SFG
1921
Snider Financial Group
Washington
$571K – – –
OC
1922
Oakworth Capital
Alabama
$568K – – –
LPAM
1923
Lodestar Private Asset Management
California
$565K -$7.8K -10 -2%
KFG
1924
Kingdom Financial Group
Arizona
$564K +$126K +161 +33%
LAS
1925
Lloyd Advisory Services
Georgia
$564K +$504K +646 New
75 76
77
78 79