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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
2001
KEB Asset Management
Illinois
$215K +$169K +407 New
OFO
2002
OneAscent Family Office
Alabama
$215K +$169K +407 New
EA
2003
Emerald Advisors
Washington
$215K +$169K +406 New
LRPA
2004
L. Roy Papp & Associates
Arizona
$215K +$169K +406 New
SIMG
2005
Sonora Investment Management Group
Arizona
$214K +$169K +405 New
BA
2006
Ballast Advisors
Minnesota
$214K +$169K +405 New
KFS
2007
Kaizen Financial Strategies
California
$214K +$169K +405 New
BAM
2008
Brave Asset Management
New Jersey
$214K +$168K +404 New
CP
2009
Canopy Partners
Ohio
$214K +$168K +404 New
CL
2010
CIM LLC
New York
$214K +$168K +404 New
HFAS
2011
Hummer Financial Advisory Services
Illinois
$214K +$168K +404 New
TIAAOA
2012
Teachers Insurance & Annuity Association of America
New York
$213K – – –
LOPW
2013
Live Oak Private Wealth
North Carolina
$213K +$168K +403 New
WB
2014
Webster Bank
Connecticut
$213K +$4.16K +10 +3%
EFI
2015
EHP Funds Inc
Canada
$212K +$167K +400 New
VAS
2016
Vestmark Advisory Solutions
Massachusetts
$212K +$167K +400 New
HDA
2017
Harold Davidson & Associates
California
$211K +$166K +398 New
AWA
2018
Archvest Wealth Advisors
California
$210K +$165K +397 New
DSC
2019
Duncker Streett & Co
Missouri
$210K – – –
SCA
2020
Stonebridge Capital Advisors
Minnesota
$210K +$165K +397 New
RFP
2021
Root Financial Partners
California
$210K +$165K +396 New
HA
2022
Hamel Associates
New Jersey
$210K +$165K +396 New
OCPWS
2023
One Charles Private Wealth Services
Massachusetts
$209K +$164K +395 New
KIG
2024
Kennedy Investment Group
New Jersey
$209K +$164K +394 New
SMF
2025
Scott Marsh Financial
Utah
$208K +$164K +394 New
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