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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
ETS
1976
ESL Trust Services
New York
$222K – – –
FNT
1977
First Nebraska Trust
Nebraska
$222K +$175K +420 New
MA
1978
Montag & Associates
Georgia
$222K -$272K -654 -61%
FNBSF
1979
First National Bank Sioux Falls
South Dakota
$222K +$174K +419 New
SIS
1980
Sound Income Strategies
Florida
$221K +$23.3K +56 +15%
BCG
1981
Bravias Capital Group
New Jersey
$221K +$174K +418 New
SIAG
1982
Signet Investment Advisory Group
Rhode Island
$221K +$174K +418 New
TFS
1983
Thoroughbred Financial Services
Tennessee
$221K -$360K -864 -67%
CBT
1984
Central Bank & Trust
Kentucky
$220K +$173K +416 New
MPIA
1985
Mountain Pacific Investment Advisers
Idaho
$220K +$173K +416 New
JEST
1986
JTC Employer Solutions Trustee
Jersey
$220K -$75.4K -181 -30%
HCP
1987
Hamilton Capital Partners
Georgia
$219K +$172K +414 New
JCIA
1988
Jackson Creek Investment Advisors
Colorado
$219K +$172K +413 New
SWG
1989
Summit Wealth Group
Vermont
$219K +$172K +413 New
WIM
1990
Westside Investment Management
California
$219K +$26.6K +64 +18%
CFC
1991
Coyle Financial Counsel
Illinois
$218K +$172K +412 New
MMHP
1992
Murphy Middleton Hinkle & Parker
Georgia
$218K – – –
JJBC
1993
James J. Burns & Company
New York
$217K +$171K +411 New
BWP
1994
Baldwin Wealth Partners
Massachusetts
$217K +$171K +410 New
GFA
1995
Gladwyn Financial Advisors
Virginia
$217K +$171K +410 New
EIP
1996
Easterly Investment Partners
Massachusetts
$216K +$170K +409 New
SHGA
1997
Sand Hill Global Advisors
California
$216K +$170K +409 New
WIC
1998
Wilkins Investment Counsel
Massachusetts
$216K +$170K +409 New
FAT
1999
First American Trust
California
$216K +$170K +409 New
MCA
2000
MSH Capital Advisors
Arizona
$216K +$170K +408 New
78 79
80
81 82