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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1976
AIFG Consultants
New York
$354K +$26.8K +44 +9%
IF
1977
Intrua Financial
Texas
$354K -$9.14K -15 -3%
DWM
1978
Dynasty Wealth Management
Florida
$353K +$96.8K +159 +42%
IIC
1979
Integrated Investment Consultants
Michigan
$353K -$291K -478 -47%
BFO
1980
Biltmore Family Office
North Carolina
$353K – – –
CB
1981
CNB Bank
Pennsylvania
$352K – – –
WCP
1982
Wick Capital Partners
Pennsylvania
$352K +$328K +538 New
VWS
1983
Virtus Wealth Solutions
New Jersey
$351K -$19.5M -32,000 -98%
KTC
1984
Kentucky Trust Company
Kentucky
$350K – – –
ACM
1985
Armbruster Capital Management
New York
$350K +$11K +18 +3%
FWP
1986
FAS Wealth Partners
Kansas
$350K +$122K +200 +60%
MWM
1987
Marietta Wealth Management
Georgia
$350K +$96.8K +159 +42%
YLHM
1988
Yelin Lapidot Holdings Management
Israel
$349K – – –
IA
1989
IFG Advisory
Georgia
$349K -$53.6K -88 -14%
CWM
1990
Centurion Wealth Management
Virginia
$348K +$609 +1 +0.2%
FWSM
1991
First Wilshire Securities Management
California
$348K – – –
HFM
1992
Hartford Financial Management
Connecticut
$348K – – –
AMIM
1993
Aull & Monroe Investment Management
Alabama
$348K – – –
RE
1994
Rydar Equities
Texas
$347K +$70K +115 +28%
RT
1995
Rockland Trust
Massachusetts
$347K -$14K -23 -4%
SPI
1996
Sutton Place Investors
New York
$347K +$9.74K +16 +3%
LRPA
1997
L. Roy Papp & Associates
Arizona
$347K +$76.1K +125 +31%
AWM
1998
Activest Wealth Management
Florida
$347K +$261K +428 +416%
PMAM
1999
Picton Mahoney Asset Management
Ontario, Canada
$346K +$323K +530 New
SMA
2000
Seven Mile Advisory
New Jersey
$346K -$73.7K -121 -19%
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80
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