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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
2001
HFM Investment Advisors
New Jersey
$734K +$4.08K +4 +0.6%
BSB
2002
Bangor Savings Bank
Maine
$734K +$23.5K +23 +4%
RMC
2003
Ring Mountain Capital
California
$733K +$32.7K +32 +5%
AWC
2004
Adamsbrown Wealth Consultants
Kansas
$731K +$33.7K +33 +6%
CFP
2005
Curran Financial Partners
South Carolina
$730K -$12.2K -12 -2%
GIP
2006
Greatmark Investment Partners
Georgia
$730K -$25.5K -25 -4%
BE
2007
Bonness Enterprises
District of Columbia
$728K – – –
IIM
2008
Ironwood Investment Management
Massachusetts
$728K -$2.04K -2 -0.3%
DI
2009
Diligent Investors
California
$727K +$84.7K +83 +15%
CWM
2010
Consultiva Wealth Management
Puerto Rico
$727K -$1.02K -1 -0.2%
CB
2011
CNB Bank
Pennsylvania
$727K +$86.8K +85 +16%
EBSAM
2012
Eubel Brady & Suttman Asset Management
Ohio
$727K +$31.6K +31 +5%
MLFP
2013
MPS Loria Financial Planners
Illinois
$726K +$27.6K +27 +5%
BWFA
2014
Baltimore-Washington Financial Advisors
Maryland
$726K -$70.4K -69 -10%
PWM
2015
Palumbo Wealth Management
New York
$726K +$16.3K +16 +3%
MWA
2016
Midland Wealth Advisors
Illinois
$725K -$15.3K -15 -2%
SRC
2017
Shufro Rose & Co
New York
$725K – – –
AI
2018
AdvisorShares Investments
Maryland
$724K +$220K +216 +54%
WAM
2019
WNY Asset Management
New York
$721K +$85.7K +84 +16%
LA
2020
LM Advisors
California
$720K +$31.6K +31 +5%
RH
2021
RFG Holdings
Texas
$718K +$624K +611 New
FWM
2022
Forza Wealth Management
Florida
$718K – – –
EWM
2023
Evermay Wealth Management
Virginia
$717K +$101K +99 +19%
RFA
2024
Register Financial Advisors
Georgia
$717K – – –
AWM
2025
Ameliora Wealth Management
Switzerland
$717K – – –
79 80
81
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