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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
Montag & Associates
Georgia
$222K -$272K -654 -61%
FNBSF
1977
First National Bank Sioux Falls
South Dakota
$222K +$174K +419 New
SIS
1978
Sound Income Strategies
Florida
$221K +$23.3K +56 +15%
BCG
1979
Bravias Capital Group
New Jersey
$221K +$174K +418 New
SIAG
1980
Signet Investment Advisory Group
Rhode Island
$221K +$174K +418 New
TFS
1981
Thoroughbred Financial Services
Tennessee
$221K -$360K -864 -67%
CBT
1982
Central Bank & Trust
Kentucky
$220K +$173K +416 New
MPIA
1983
Mountain Pacific Investment Advisers
Idaho
$220K +$173K +416 New
JEST
1984
JTC Employer Solutions Trustee
Jersey
$220K -$75.4K -181 -30%
HCP
1985
Hamilton Capital Partners
Georgia
$219K +$172K +414 New
JCIA
1986
Jackson Creek Investment Advisors
Colorado
$219K +$172K +413 New
SWG
1987
Summit Wealth Group
Vermont
$219K +$172K +413 New
WIM
1988
Westside Investment Management
California
$219K +$26.6K +64 +18%
CFC
1989
Coyle Financial Counsel
Illinois
$218K +$172K +412 New
MMHP
1990
Murphy Middleton Hinkle & Parker
Georgia
$218K – – –
JJBC
1991
James J. Burns & Company
New York
$217K +$171K +411 New
BWP
1992
Baldwin Wealth Partners
Massachusetts
$217K +$171K +410 New
GFA
1993
Gladwyn Financial Advisors
Virginia
$217K +$171K +410 New
EIP
1994
Easterly Investment Partners
Massachusetts
$216K +$170K +409 New
SHGA
1995
Sand Hill Global Advisors
California
$216K +$170K +409 New
WIC
1996
Wilkins Investment Counsel
Massachusetts
$216K +$170K +409 New
FAT
1997
First American Trust
California
$216K +$170K +409 New
MCA
1998
MSH Capital Advisors
Arizona
$216K +$170K +408 New
CA
1999
Callahan Advisors
Texas
$216K +$170K +408 New
TIM
2000
Tortoise Investment Management
New York
$215K +$84.9K +204 +100%
78 79
80
81 82