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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1951
Clean Yield Group
Vermont
$805K – – –
FCG
1952
Fielder Capital Group
Tennessee
$804K +$75.5K +74 +12%
RPA
1953
Rock Point Advisors
Vermont
$804K -$21.4K -21 -3%
KA
1954
Kozak & Associates
Colorado
$802K -$33.7K -33 -4%
PWW
1955
Pettyjohn Wood & White
Virginia
$801K – – –
CAM
1956
Close Asset Management
United Kingdom
$800K – – –
ZIM
1957
Zacks Investment Management
Illinois
$800K +$199K +195 +40%
OPTFSNA
1958
Old Point Trust & Financial Services N A
Virginia
$799K -$26.5K -26 -4%
LWM
1959
Langley Wealth Management
Mississippi
$798K +$693K +679 New
ABWM
1960
Alpine Bank Wealth Management
Colorado
$798K – – –
WEG
1961
World Equity Group
Illinois
$794K +$47K +46 +7%
AWM
1962
Aviso Wealth Management
Washington
$794K +$56.1K +55 +9%
NHC
1963
Nicholas Hoffman & Company
Georgia
$794K +$4.08K +4 +0.6%
BM
1964
Berman McAleer
Maryland
$793K +$7.14K +7 +1%
BMWM
1965
Brown Miller Wealth Management
Virginia
$793K -$367K -360 -35%
MIC
1966
Means Investment Company
Maine
$792K +$210K +206 +44%
EW
1967
Expressive Wealth
Illinois
$791K -$3.06K -3 -0.4%
AWM
1968
Aberdeen Wealth Management
Illinois
$788K -$66.3K -65 -9%
MB
1969
MidFirst Bank
Oklahoma
$786K -$185K -181 -21%
ACG
1970
Allen Capital Group
Nebraska
$784K +$12.2K +12 +2%
MWP
1971
Madison Wealth Partners
Wisconsin
$783K +$153K +150 +29%
CPA
1972
Capital Performance Advisors
California
$781K -$841K -824 -55%
DA
1973
Denali Advisors
California
$781K +$679K +665 New
TA
1974
Tactive Advisors
Florida
$778K -$799K -783 -54%
RFG
1975
Range Financial Group
Oregon
$778K +$676K +662 New