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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1976
CNB Bank
Pennsylvania
$352K – – –
WCP
1977
Wick Capital Partners
Pennsylvania
$352K +$328K +538 New
VWS
1978
Virtus Wealth Solutions
New Jersey
$351K -$19.5M -32,000 -98%
KTC
1979
Kentucky Trust Company
Kentucky
$350K – – –
ACM
1980
Armbruster Capital Management
New York
$350K +$11K +18 +3%
FWP
1981
FAS Wealth Partners
Kansas
$350K +$122K +200 +60%
MWM
1982
Marietta Wealth Management
Georgia
$350K +$96.8K +159 +42%
YLHM
1983
Yelin Lapidot Holdings Management
Israel
$349K – – –
IA
1984
IFG Advisory
Georgia
$349K -$53.6K -88 -14%
CWM
1985
Centurion Wealth Management
Virginia
$348K +$609 +1 +0.2%
FWSM
1986
First Wilshire Securities Management
California
$348K – – –
HFM
1987
Hartford Financial Management
Connecticut
$348K – – –
AMIM
1988
Aull & Monroe Investment Management
Alabama
$348K – – –
RE
1989
Rydar Equities
Texas
$347K +$70K +115 +28%
RT
1990
Rockland Trust
Massachusetts
$347K -$14K -23 -4%
SPI
1991
Sutton Place Investors
New York
$347K +$9.74K +16 +3%
LRPA
1992
L. Roy Papp & Associates
Arizona
$347K +$76.1K +125 +31%
AWM
1993
Activest Wealth Management
Florida
$347K +$261K +428 +416%
PMAM
1994
Picton Mahoney Asset Management
Ontario, Canada
$346K +$323K +530 New
SMA
1995
Seven Mile Advisory
New Jersey
$346K -$73.7K -121 -19%
LWA
1996
Lineweaver Wealth Advisors
Ohio
$346K +$322K +529 New
CCAM
1997
Cascades Capital Asset Management
North Carolina
$346K +$33.5K +55 +12%
LWM
1998
Lyell Wealth Management
California
$346K +$1.83K +3 +0.6%
BWM
1999
Bulltick Wealth Management
Florida
$344K -$97.5K -160 -23%
CCIA
2000
Cherry Creek Investment Advisors
Colorado
$343K -$86.5K -142 -21%
78 79
80
81 82