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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
2026
MPS Loria Financial Planners
Illinois
$726K +$27.6K +27 +5%
BWFA
2027
Baltimore-Washington Financial Advisors
Maryland
$726K -$70.4K -69 -10%
PWM
2028
Palumbo Wealth Management
New York
$726K +$16.3K +16 +3%
MWA
2029
Midland Wealth Advisors
Illinois
$725K -$15.3K -15 -2%
SRC
2030
Shufro Rose & Co
New York
$725K – – –
AI
2031
AdvisorShares Investments
Maryland
$724K +$220K +216 +54%
WAM
2032
WNY Asset Management
New York
$721K +$85.7K +84 +16%
LA
2033
LM Advisors
California
$720K +$31.6K +31 +5%
RH
2034
RFG Holdings
Texas
$718K +$624K +611 New
FWM
2035
Forza Wealth Management
Florida
$718K – – –
EWM
2036
Evermay Wealth Management
Virginia
$717K +$101K +99 +19%
RFA
2037
Register Financial Advisors
Georgia
$717K – – –
AWM
2038
Ameliora Wealth Management
Switzerland
$717K – – –
UBV
2039
United Bank (Virginia)
Virginia
$717K +$18.4K +18 +3%
BBWA
2040
Bell & Brown Wealth Advisors
California
$715K +$3.06K +3 +0.5%
6SA
2041
6th Street Advisors
Alabama
$715K -$3.06K -3 -0.5%
SWM
2042
SHP Wealth Management
Massachusetts
$713K +$56.1K +55 +10%
NPF
2043
Norris Perne & French
Michigan
$713K – – –
JCM
2044
Jacobsen Capital Management
Utah
$713K +$6.12K +6 +1%
FFA
2045
Fragasso Financial Advisors
Pennsylvania
$712K +$53.1K +52 +9%
CCFCSB
2046
Cape Cod Five Cents Savings Bank
Massachusetts
$712K +$619K +606 New
GJWM
2047
Gilliland Jeter Wealth Management
Arkansas
$711K +$12.2K +12 +2%
PAI
2048
Pittenger & Anderson Inc
Nebraska
$708K -$783K -767 -56%
FFP
2049
FourThought Financial Partners
Florida
$708K -$5.1K -5 -0.8%
ODIJL
2050
One Day In July LLC
Vermont
$707K +$20.4K +20 +3%
80 81
82
83 84