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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
1976
Central Valley Advisors
California
$756K – – –
RIP
1977
Reliant Investment Partners
North Carolina
$753K +$25.5K +25 +4%
TCOK
1978
Trust Company of Kansas
Kansas
$752K -$40.8K -40 -6%
GSF
1979
Grove Street Fiduciary
New Hampshire
$752K – – –
PCM
1980
Pointe Capital Management
Michigan
$752K – – –
AC
1981
AXQ Capital
New Jersey
$751K -$3.73M -3,653 -85%
PAA
1982
Peregrine Asset Advisers
Oregon
$749K -$266K -261 -29%
WIM
1983
Westside Investment Management
California
$749K +$81.7K +80 +14%
LFA
1984
Lauterbach Financial Advisors
Texas
$747K +$10.2K +10 +2%
CAM
1985
Columbia Asset Management
Michigan
$746K +$32.7K +32 +5%
AWAG
1986
ARS Wealth Advisors Group
Florida
$746K +$4.08K +4 +0.6%
KFG
1987
Kingdom Financial Group
Arizona
$746K -$11.2K -11 -2%
SSWM
1988
Smith Salley Wealth Management
North Carolina
$744K +$97K +95 +18%
HWMG
1989
Harbour Wealth Management Group
South Carolina
$744K +$9.19K +9 +1%
MHC
1990
May Hill Capital
Massachusetts
$744K +$23.5K +23 +4%
PF
1991
Prota Financial
Texas
$743K -$135K -132 -17%
FFA
1992
Fi3 Financial Advisors
Indiana
$743K +$11.2M +10,999 +1,360%
ICP
1993
Impact Capital Partners
Colorado
$743K +$36.7K +36 +6%
LWA
1994
Lantern Wealth Advisors
New York
$743K +$65.3K +64 +11%
TLA
1995
Tanglewood Legacy Advisors
Texas
$741K – – –
WCP
1996
Wick Capital Partners
Pennsylvania
$741K +$5.1K +5 +0.8%
TCM
1997
Tufton Capital Management
Maryland
$741K +$8.16K +8 +1%
BCM
1998
Boreal Capital Management
Florida
$739K – – –
LWM
1999
Lyell Wealth Management
California
$738K +$101K +99 +19%
UF
2000
Univest Financial
Pennsylvania
$734K -$40.8K -40 -6%
78 79
80
81 82