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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2001
Capital Wealth Planning
Florida
$269K – – –
SA
2002
Sonoma Allocations
California
$269K +$271K +447 New
TFS
2003
Thoroughbred Financial Services
Tennessee
$269K +$12.1K +20 +5%
BIM
2004
Baldwin Investment Management
Pennsylvania
$269K -$18.2K -30 -6%
VWM
2005
Vermillion Wealth Management
Minnesota
$268K +$60.6K +100 +30%
FC
2006
Fusion Capital
South Carolina
$267K -$1.21K -2 -0.4%
WAG
2007
Winthrop Advisory Group
Massachusetts
$267K -$23.6K -39 -8%
KIM
2008
Kane Investment Management
California
$266K +$262K +432 New
DHC
2009
Drum Hill Capital
Connecticut
$264K – – –
MA
2010
Montag & Associates
Georgia
$264K +$6.06K +10 +2%
FFG
2011
Frisch Financial Group
New York
$263K -$5.45K -9 -2%
HAC
2012
Harbor Advisory Corp
New Hampshire
$263K – – –
FSA
2013
Financial Security Advisor
Virginia
$263K +$259K +428 New
TCM
2014
Telos Capital Management
California
$263K +$259K +427 New
EWM
2015
Elite Wealth Management
Washington
$263K +$259K +427 New
SM
2016
Sweeney & Michel
California
$260K +$261K +430 New
KIG
2017
Kennedy Investment Group
New Jersey
$260K +$17K +28 +7%
GC
2018
Guidance Capital
Kentucky
$260K +$8.48K +14 +3%
GCA
2019
Genesee Capital Advisors
New York
$260K – – –
CAC
2020
Certified Advisory Corp
Florida
$260K +$256K +422 New
DTL
2021
Dynamic Technology Lab
Singapore
$259K +$256K +422 New
CL
2022
COWA LLC
Oklahoma
$259K -$4.85K -8 -2%
FNBSF
2023
First National Bank Sioux Falls
South Dakota
$258K – – –
WG
2024
Welch Group
Alabama
$257K +$17K +28 +7%
CPIA
2025
Cornell Pochily Investment Advisors
New York
$257K +$15.8K +26 +7%
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