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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
2001
First Financial Bank - Trust Division
Ohio
$343K +$11K +18 +4%
GAG
2002
GM Advisory Group
New York
$343K +$30.5K +50 +11%
GAM
2003
Gemmer Asset Management
California
$343K +$26.2K +43 +9%
WWA
2004
Wingate Wealth Advisors
Massachusetts
$342K +$319K +524 New
WMA
2005
West Michigan Advisors
Michigan
$342K -$2.56M -4,202 -89%
AIM
2006
Aspen Investment Management
Michigan
$342K +$11K +18 +4%
CC
2007
Clearwave Capital
California
$342K +$319K +523 New
CWA
2008
CJM Wealth Advisers
Virginia
$342K -$3.04K -5 -0.9%
BFS
2009
BridgePort Financial Solutions
Iowa
$342K -$12.2K -20 -4%
CAC
2010
Core Alternative Capital
Georgia
$342K +$213K +349 +201%
BWA
2011
BCU Wealth Advisors
Illinois
$340K – – –
HWMG
2012
Hurlow Wealth Management Group
Indiana
$340K – – –
CFC
2013
Coyle Financial Counsel
Illinois
$340K +$26.2K +43 +9%
CA
2014
Cornerstone Advisory
Maryland
$339K +$4.26K +7 +1%
RWM
2015
Rialto Wealth Management
New York
$339K +$189K +311 +150%
WAG
2016
Winthrop Advisory Group
Massachusetts
$339K +$60.3K +99 +23%
SFG
2017
SNS Financial Group
Minnesota
$339K -$3.65K -6 -1%
LWANC
2018
Laurel Wealth Advisors (North Carolina)
North Carolina
$339K – – –
ECA
2019
Elevated Capital Advisors
Utah
$339K -$117K -192 -27%
SI
2020
Saxon Interests
Texas
$339K +$12.2K +20 +4%
LK
2021
Lumbard & Kellner
New Hampshire
$338K – – –
MSWMA
2022
Market Street Wealth Management Advisors
Indiana
$338K +$1.83K +3 +0.6%
UAML
2023
US Asset Management LLC
Pennsylvania
$337K -$4.26K -7 -1%
LFS
2024
Legacy Financial Strategies
Kansas
$337K +$314K +516 New
AC
2025
ASB Consultores
Florida
$337K – – –
79 80
81
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