We are live on ! Find out more
GEV icon

GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1926
Abacus Planning Group
South Carolina
$564K -$6.24K -8 -1%
WFS
1927
Widmann Financial Services
Maryland
$564K -$59.3K -76 -11%
GIP
1928
Greatmark Investment Partners
Georgia
$564K +$12.5K +16 +3%
WA
1929
Waystone Advisors
Washington
$563K +$105K +135 +26%
CVA
1930
Central Valley Advisors
California
$561K +$56.2K +72 +13%
PCM
1931
Pointe Capital Management
Michigan
$559K -$176K -225 -26%
GSF
1932
Grove Street Fiduciary
New Hampshire
$559K – – –
DWM
1933
Dopkins Wealth Management
New York
$556K +$126K +161 +34%
MCA
1934
MSH Capital Advisors
Arizona
$556K +$20.3K +26 +4%
LHWM
1935
Lake Hills Wealth Management
Texas
$553K -$1.56K -2 -0.3%
CIA
1936
Cape Investment Advisory
Georgia
$553K +$73.3K +94 +17%
CFP
1937
Curran Financial Partners
South Carolina
$553K +$1.56K +2 +0.3%
MWA
1938
Midland Wealth Advisors
Illinois
$552K +$24.2K +31 +5%
AWAG
1939
ARS Wealth Advisors Group
Florida
$551K +$7.02K +9 +1%
TLA
1940
Tanglewood Legacy Advisors
Texas
$551K – – –
WEG
1941
World Equity Group
Illinois
$550K +$32.8K +42 +7%
BCM
1942
Boreal Capital Management
Florida
$549K – – –
EA
1943
Enclave Advisors
Texas
$548K +$490K +628 New
LFA
1944
Lauterbach Financial Advisors
Texas
$546K -$24.2K -31 -5%
WCP
1945
Wick Capital Partners
Pennsylvania
$546K +$68.7K +88 +16%
HWMG
1946
Harbour Wealth Management Group
South Carolina
$545K -$160K -205 -25%
TCM
1947
Tufton Capital Management
Maryland
$544K – – –
IIM
1948
Ironwood Investment Management
Massachusetts
$543K -$780 -1 -0.2%
HIA
1949
HFM Investment Advisors
New Jersey
$542K +$40.6K +52 +9%
AWM
1950
Aviso Wealth Management
Washington
$542K +$149K +191 +45%
76 77
78
79 80