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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1976
Aster Capital Management
United Arab Emirates
– -$39.8K -156 Closed
SHIM
1977
Stone House Investment Management
Pennsylvania
– -$18.9K -74 Closed
GSEP
1978
Golden State Equity Partners
California
– -$16.8K -66 Closed
IAS
1979
IMA Advisory Services
Colorado
– -$16.6K -65 Closed
DWS
1980
Dynamic Wealth Strategies
California
– -$13K -52 Closed
MWA
1981
MFA Wealth Advisors
Pennsylvania
– -$12.2K -48 Closed
GAG
1982
Goodman Advisory Group
Massachusetts
– -$10.5K -41 Closed
MIM
1983
Macroview Investment Management
Maryland
– -$10.5K -41 Closed
WAM
1984
Wolverine Asset Management
Illinois
– -$9.69K -38 Closed
CPA
1985
Clear Point Advisors
New York
– -$9.18K -36 Closed
RWM
1986
Reston Wealth Management
Virginia
– -$6.88K -27 Closed
CMANY
1987
Capital Management Associates (New York)
New York
– -$6.38K -25 Closed
AF
1988
Aviso Financial
Ontario, Canada
– -$5.87K -23 Closed
PS
1989
Planned Solutions
California
– -$5.36K -21 Closed
RL
1990
Rogco LP
Oklahoma
– -$3.57K -14 Closed
CA
1991
Claris Advisors
Missouri
– -$2.81K -11 Closed
HGA
1992
Hobbs Group Advisors
South Carolina
– -$1.53K -6 Closed
HC
1993
Hoese & Co
Minnesota
– -$1.53K -6 Closed
LFA
1994
LGT Financial Advisors
Texas
– -$1.53K -6 Closed
GWSA
1995
Global Wealth Strategies & Associates
Colorado
– -$938 -3 Closed
A
1996
AlphaQuest
New York
– -$510 -2 Closed
T
1997
Tidemark
California
– -$510 -2 Closed
BOC
1998
Bull Oak Capital
California
– -$255 -1 Closed
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