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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Callahan Advisors
Texas
$216K +$170K +408 New
TIM
2002
Tortoise Investment Management
New York
$215K +$84.9K +204 +100%
KAM
2003
KEB Asset Management
Illinois
$215K +$169K +407 New
OFO
2004
OneAscent Family Office
Alabama
$215K +$169K +407 New
EA
2005
Emerald Advisors
Washington
$215K +$169K +406 New
LRPA
2006
L. Roy Papp & Associates
Arizona
$215K +$169K +406 New
SIMG
2007
Sonora Investment Management Group
Arizona
$214K +$169K +405 New
BA
2008
Ballast Advisors
Minnesota
$214K +$169K +405 New
KFS
2009
Kaizen Financial Strategies
California
$214K +$169K +405 New
BAM
2010
Brave Asset Management
New Jersey
$214K +$168K +404 New
CP
2011
Canopy Partners
Ohio
$214K +$168K +404 New
CL
2012
CIM LLC
New York
$214K +$168K +404 New
HFAS
2013
Hummer Financial Advisory Services
Illinois
$214K +$168K +404 New
TIAAOA
2014
Teachers Insurance & Annuity Association of America
New York
$213K – – –
LOPW
2015
Live Oak Private Wealth
North Carolina
$213K +$168K +403 New
WB
2016
Webster Bank
Connecticut
$213K +$4.16K +10 +3%
EFI
2017
EHP Funds Inc
Canada
$212K +$167K +400 New
VAS
2018
Vestmark Advisory Solutions
Massachusetts
$212K +$167K +400 New
HDA
2019
Harold Davidson & Associates
California
$211K +$166K +398 New
AWA
2020
Archvest Wealth Advisors
California
$210K +$165K +397 New
DSC
2021
Duncker Streett & Co
Missouri
$210K – – –
SCA
2022
Stonebridge Capital Advisors
Minnesota
$210K +$165K +397 New
RFP
2023
Root Financial Partners
California
$210K +$165K +396 New
HA
2024
Hamel Associates
New Jersey
$210K +$165K +396 New
OCPWS
2025
One Charles Private Wealth Services
Massachusetts
$209K +$164K +395 New
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