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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
2001
Smith Salley Wealth Management
North Carolina
$744K +$97K +95 +18%
HWMG
2002
Harbour Wealth Management Group
South Carolina
$744K +$9.19K +9 +1%
MHC
2003
May Hill Capital
Massachusetts
$744K +$23.5K +23 +4%
PF
2004
Prota Financial
Texas
$743K -$135K -132 -17%
FFA
2005
Fi3 Financial Advisors
Indiana
$743K +$11.2M +10,999 +1,360%
ICP
2006
Impact Capital Partners
Colorado
$743K +$36.7K +36 +6%
LWA
2007
Lantern Wealth Advisors
New York
$743K +$65.3K +64 +11%
TLA
2008
Tanglewood Legacy Advisors
Texas
$741K – – –
WCP
2009
Wick Capital Partners
Pennsylvania
$741K +$5.1K +5 +0.8%
TCM
2010
Tufton Capital Management
Maryland
$741K +$8.16K +8 +1%
BCM
2011
Boreal Capital Management
Florida
$739K – – –
LWM
2012
Lyell Wealth Management
California
$738K +$101K +99 +19%
UF
2013
Univest Financial
Pennsylvania
$734K -$40.8K -40 -6%
HIA
2014
HFM Investment Advisors
New Jersey
$734K +$4.08K +4 +0.6%
BSB
2015
Bangor Savings Bank
Maine
$734K +$23.5K +23 +4%
RMC
2016
Ring Mountain Capital
California
$733K +$32.7K +32 +5%
AWC
2017
Adamsbrown Wealth Consultants
Kansas
$731K +$33.7K +33 +6%
CFP
2018
Curran Financial Partners
South Carolina
$730K -$12.2K -12 -2%
GIP
2019
Greatmark Investment Partners
Georgia
$730K -$25.5K -25 -4%
BE
2020
Bonness Enterprises
District of Columbia
$728K – – –
IIM
2021
Ironwood Investment Management
Massachusetts
$728K -$2.04K -2 -0.3%
DI
2022
Diligent Investors
California
$727K +$84.7K +83 +15%
CWM
2023
Consultiva Wealth Management
Puerto Rico
$727K -$1.02K -1 -0.2%
CB
2024
CNB Bank
Pennsylvania
$727K +$86.8K +85 +16%
EBSAM
2025
Eubel Brady & Suttman Asset Management
Ohio
$727K +$31.6K +31 +5%
79 80
81
82 83