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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1976
Collaborative Fund Advisors
Nevada
$777K -$386K -378 -36%
BOM
1977
Bank of Marin
California
$777K -$107K -105 -14%
CAM
1978
Cozad Asset Management
Illinois
$772K -$37.8K -37 -5%
MCA
1979
MSH Capital Advisors
Arizona
$772K +$20.4K +20 +3%
SFG
1980
Snider Financial Group
Washington
$768K – – –
NFG
1981
Nadler Financial Group
Illinois
$768K -$1.02K -1 -0.2%
PPWM
1982
Paragon Private Wealth Management
Kentucky
$764K +$190K +186 +40%
OC
1983
Oakworth Capital
Alabama
$763K +$11.2K +11 +2%
LPAM
1984
Lodestar Private Asset Management
California
$760K – – –
OIS
1985
OneAscent Investment Solutions
Alabama
$759K -$101K -99 -13%
WFS
1986
Widmann Financial Services
Maryland
$759K – – –
SAW
1987
Signal Advisors Wealth
Michigan
$757K +$250K +245 +61%
DO
1988
denkapparat Operations
Germany
$757K +$657K +644 New
CVA
1989
Central Valley Advisors
California
$756K – – –
RIP
1990
Reliant Investment Partners
North Carolina
$753K +$25.5K +25 +4%
TCOK
1991
Trust Company of Kansas
Kansas
$752K -$40.8K -40 -6%
GSF
1992
Grove Street Fiduciary
New Hampshire
$752K – – –
PCM
1993
Pointe Capital Management
Michigan
$752K – – –
AC
1994
AXQ Capital
New Jersey
$751K -$3.73M -3,653 -85%
PAA
1995
Peregrine Asset Advisers
Oregon
$749K -$266K -261 -29%
WIM
1996
Westside Investment Management
California
$749K +$81.7K +80 +14%
LFA
1997
Lauterbach Financial Advisors
Texas
$747K +$10.2K +10 +2%
CAM
1998
Columbia Asset Management
Michigan
$746K +$32.7K +32 +5%
AWAG
1999
ARS Wealth Advisors Group
Florida
$746K +$4.08K +4 +0.6%
KFG
2000
Kingdom Financial Group
Arizona
$746K -$11.2K -11 -2%