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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
1926
Central Valley Advisors
California
$374K – – –
BCB
1927
Brian C. Broderick
$374K – – –
FCM
1928
Fourpath Capital Management
Oklahoma
$373K – – –
LIM
1929
Lathrop Investment Management
Arkansas
$372K +$108K +177 +45%
CFS
1930
CRA Financial Services
New Jersey
$372K +$14.6K +24 +4%
HIA
1931
HFM Investment Advisors
New Jersey
$372K +$6.09K +10 +2%
AAM
1932
Auxier Asset Management
Oregon
$372K – – –
CFIA
1933
Cantor Fitzgerald Investment Advisors
New York
$372K – – –
LCM
1934
Lazari Capital Management
California
$371K +$13.4K +22 +4%
FAT
1935
First American Trust
California
$371K +$47.5K +78 +16%
HWM
1936
Horizon Wealth Management
Illinois
$370K +$345K +566 New
AFT
1937
Alpha Family Trust
California
$370K – – –
KFGK
1938
Keystone Financial Group (Kentucky)
Kentucky
$369K -$677K -1,111 -66%
DCM
1939
Donaldson Capital Management
Indiana
$369K +$1.83K +3 +0.5%
IP
1940
Indivisible Partners
Florida
$369K +$344K +564 New
AWM
1941
Adams Wealth Management
Utah
$368K – – –
CI
1942
CacheTech Inc
Utah
$368K – – –
MWP
1943
Momentum Wealth Planning
Florida
$368K +$343K +563 New
SFG
1944
Southern Financial Group
Alabama
$368K +$342K +562 New
RPC
1945
Rossmore Private Capital
Connecticut
$365K +$9.14K +15 +3%
AWM
1946
Aprio Wealth Management
Georgia
$365K +$53K +87 +18%
WPC
1947
Waters Parkerson & Co
Louisiana
$364K +$30.5K +50 +10%
SP
1948
Symmetry Partners
Connecticut
$362K +$62.1K +102 +23%
SSWM
1949
Smith Salley Wealth Management
North Carolina
$361K +$108K +178 +47%
JTWM
1950
Jackson Thornton Wealth Management
Alabama
$361K -$83.4K -137 -21%
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78
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