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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1951
Summit Securities Group
New York
$289K +$173K +286 +155%
S
1952
Sunpointe
Missouri
$288K -$30.3K -50 -10%
RMC
1953
Ring Mountain Capital
California
$288K +$24.2K +40 +9%
BLC
1954
Brown, Lisle/Cummings
Rhode Island
$288K – – –
FHC
1955
Fort Henry Capital
West Virginia
$288K – – –
UF
1956
Univest Financial
Pennsylvania
$287K -$142K -235 -33%
HNB
1957
Hilltop National Bank
Wyoming
$287K +$106K +175 +60%
VC
1958
Vicus Capital
Pennsylvania
$287K +$15.1K +25 +6%
NWM
1959
Northwest Wealth Management
Iowa
$286K +$9.69K +16 +4%
WA
1960
Wealth Architects
California
$283K -$20.6K -34 -7%
KSWWM
1961
Keyes Stange & Wooten Wealth Management
Florida
$283K -$10.3K -17 -4%
IF
1962
Integrity Financial
Wyoming
$282K +$23.6K +39 +9%
ACM
1963
Ascent Capital Management
Oregon
$282K -$100K -165 -26%
RMC
1964
Resources Management Corp
Connecticut
$282K – – –
BWM
1965
BlackDiamond Wealth Management
New York
$282K +$277K +458 New
FDW
1966
Fourth Dimension Wealth
Ohio
$281K -$7.27K -12 -3%
KCFA
1967
Key Client Fiduciary Advisors
New Jersey
$281K +$15.1K +25 +6%
BS
1968
Banco Santander
Spain
$280K -$41.8K -69 -13%
CP
1969
Camelot Portfolios
Ohio
$280K – – –
AWM
1970
Ariadne Wealth Management
California
$280K -$1.82K -3 -0.6%
BWP
1971
BlueStem Wealth Partners
Minnesota
$280K +$8.48K +14 +3%
AFP
1972
Alpha Financial Partners
Kentucky
$280K +$12.1K +20 +5%
WWG
1973
West Wealth Group
California
$279K +$3.63K +6 +1%
FOFP
1974
Fee-Only Financial Planning
South Carolina
$279K – – –
HNWAG
1975
High Net Worth Advisory Group
Florida
$278K – – –
77 78
79
80 81