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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
2001
Little House Capital
Massachusetts
$512K – – –
ONST
2002
Old North State Trust
North Carolina
$512K – – –
PWM
2003
Peterson Wealth Management
Nevada
$509K +$170K +218 +60%
IP
2004
Indivisible Partners
Florida
$509K +$14.8K +19 +3%
ODIJL
2005
One Day In July LLC
Vermont
$508K +$23.4K +30 +5%
CIA
2006
Compass Ion Advisors
Pennsylvania
$508K -$8.58K -11 -2%
SWA
2007
Sax Wealth Advisors
New Jersey
$508K -$211K -271 -26%
HWAM
2008
Hennion & Walsh Asset Management
New Jersey
$507K +$453K +581 New
SWP
2009
Significant Wealth Partners
Illinois
$506K – – –
FCMA
2010
Foresight Capital Management Advisors
Michigan
$505K -$11.7K -15 -3%
HWM
2011
Hohimer Wealth Management
Washington
$505K +$3.9K +5 +0.9%
AAM
2012
Auxier Asset Management
Oregon
$505K +$7.8K +10 +2%
VDI
2013
Vaughan David Investments
Illinois
$505K -$780 -1 -0.2%
TCP
2014
TMB Capital Partners
Arkansas
$505K +$80.4K +103 +22%
CFS
2015
CRA Financial Services
New Jersey
$504K +$6.24K +8 +1%
HCC
2016
Hirtle Callaghan & Co
Pennsylvania
$504K -$13.3K -17 -3%
HA
2017
Huntleigh Advisors
Missouri
$503K +$78K +100 +21%
PWS
2018
Peterson Wealth Services
Utah
$503K -$269K -345 -37%
WW
2019
Waterfront Wealth
Kansas
$503K – – –
EWA
2020
Eagle Wealth Advisors
Connecticut
$500K -$210K -269 -32%
WRPWM
2021
Werba Rubin Papier Wealth Management
California
$499K +$102K +131 +30%
CAM
2022
Cidel Asset Management
Ontario, Canada
$499K +$102K +131 +30%
WAG
2023
Winthrop Advisory Group
Massachusetts
$499K +$30.4K +39 +7%
CB
2024
Community Bank
New York
$498K -$53.8K -69 -11%
FFA
2025
Fragasso Financial Advisors
Pennsylvania
$497K +$63.2K +81 +17%
79 80
81
82 83