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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1926
Comprehensive Financial Planning
Pennsylvania
$1.22K – – –
HNW
1927
High Note Wealth
Minnesota
$1.22K – – –
GAG
1928
Goodman Advisory Group
Massachusetts
$1.22K +$1.4K +4 New
BFP
1929
Briaud Financial Planning
Texas
$1K – – –
UIA
1930
Ulland Investment Advisors
Minnesota
$1K – – –
PWS
1931
Peterson Wealth Services
Utah
$916 -$18.5K -53 -95%
ACM
1932
Anfield Capital Management
California
$916 – – –
DCM
1933
Davis Capital Management
Florida
$916 – – –
FS
1934
Financially Speaking
Colorado
$916 – – –
LAM
1935
Lummis Asset Management
Texas
$916 – – –
PG
1936
Proffitt & Goodson
Tennessee
$916 – – –
TVWM
1937
Tower View Wealth Management
Wisconsin
$916 – – –
RFS
1938
Richardson Financial Services
Massachusetts
$916 +$349 +1 +50%
GA
1939
GoalVest Advisory
New York
$916 +$1.05K +3 New
FG
1940
Fairman Group
Pennsylvania
$659 – – –
RWS
1941
Retirement Wealth Solutions
Wisconsin
$612 +$697 +2 New
DRS
1942
Deane Retirement Strategies
Louisiana
$611 – – –
MAS
1943
MPWM Advisory Solutions
Georgia
$611 – – –
WAG
1944
Wiser Advisor Group
Arizona
$611 – – –
QPBE
1945
Quintet Private Bank (Europe)
Luxembourg
$611 +$697 +2 New
T
1946
Tidemark
California
$611 +$697 +2 New
KFGG
1947
Keystone Financial Group (Georgia)
Georgia
$401 – – –
WAS
1948
Winch Advisory Services
Wisconsin
$306 -$6.97K -20 -95%
CWM
1949
Compass Wealth Management
Connecticut
$306 +$349 +1 New
MAM
1950
Marquette Asset Management
Minnesota
$306 +$349 +1 New