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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1926
Cypress Capital Group
Florida
$242K +$190K +457 New
CP
1927
Camelot Portfolios
Ohio
$241K +$190K +456 New
PCH
1928
PGIM Custom Harvest
New Jersey
$241K +$189K +455 New
FOFP
1929
Fee-Only Financial Planning
South Carolina
$240K +$189K +454 New
SCM
1930
Sollinda Capital Management
Florida
$240K +$189K +453 New
HNWAG
1931
High Net Worth Advisory Group
Florida
$239K +$188K +452 New
TC
1932
TownSquare Capital
Utah
$239K -$2.33M -5,592 -93%
VFP
1933
Verus Financial Partners
Virginia
$239K +$186K +446 New
VFG
1934
Victory Financial Group
Texas
$239K +$188K +451 New
FC
1935
Financial Council
Maryland
$239K +$188K +451 New
CWMGO
1936
Capstone Wealth Management Group (Oregon)
Oregon
$238K +$187K +450 New
MFC
1937
Morris Financial Concepts
South Carolina
$238K +$187K +450 New
NWM
1938
Northwest Wealth Management
Iowa
$238K +$187K +449 New
MW
1939
MBL Wealth
North Carolina
$237K +$186K +447 New
ACM
1940
Advance Capital Management
Michigan
$237K +$186K +447 New
TSMHT
1941
Thurston Springer Miller Herd & Titak
Indiana
$236K -$53.3K -128 -22%
NEWAS
1942
N.E.W. Advisory Services
Wisconsin
$234K -$77K -185 -30%
MCM
1943
MV Capital Management
Maryland
$234K +$416 +1 +0.2%
SWM
1944
Sterling Wealth Management
Illinois
$234K +$184K +442 New
VC
1945
Vicus Capital
Pennsylvania
$233K +$184K +441 New
BWP
1946
BlueStem Wealth Partners
Minnesota
$233K +$184K +441 New
CSB
1947
City State Bank
Iowa
$233K – – –
CWP
1948
Capital Wealth Planning
Florida
$232K +$182K +438 New
OWA
1949
Octavia Wealth Advisors
Ohio
$231K +$182K +437 New
FFG
1950
Frisch Financial Group
New York
$231K +$182K +437 New
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78
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