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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
2026
Quad-Cities Investment Group
Iowa
$337K +$314K +515 New
RWP
2027
Revolve Wealth Partners
New Jersey
$337K -$31.7K -52 -9%
CWP
2028
Core Wealth Partners
California
$337K -$11K -18 -3%
PW
2029
PUREfi Wealth
Massachusetts
$337K +$314K +515 New
JLBC
2030
J.L. Bainbridge & Co
Florida
$336K +$3.65K +6 +1%
KAM
2031
KEB Asset Management
Illinois
$336K +$62.7K +103 +25%
BFF
2032
Byrne Financial Freedom
Massachusetts
$335K +$15.2K +25 +5%
EWM
2033
Evermay Wealth Management
Virginia
$334K +$6.7K +11 +2%
HJGA
2034
Hardman Johnston Global Advisors
Connecticut
$334K – – –
RGC
2035
Roberts, Glore & Co
Illinois
$334K – – –
NCM
2036
Next Capital Management
New York
$334K +$3.04K +5 +1%
WA
2037
Waystone Advisors
Washington
$333K +$311K +510 New
DOA
2038
D'Orazio & Associates
Virginia
$332K +$12.8K +21 +4%
CSC
2039
Caldwell Sutter Capital
California
$332K +$83.4K +137 +37%
CIA
2040
Cape Investment Advisory
Georgia
$332K +$316K +519 +2,471%
WCP
2041
Wealthcare Capital Partners
Pennsylvania
$331K -$609 -1 -0.2%
ZF
2042
Zhang Financial
Michigan
$331K +$14K +23 +5%
GA
2043
Goldstein Advisors
Wisconsin
$331K +$308K +506 New
NFG
2044
Nadler Financial Group
Illinois
$330K +$21.3K +35 +7%
SL
2045
Salomon & Ludwin
Virginia
$330K +$17.7K +29 +6%
AFP
2046
Alpha Financial Partners
Kentucky
$329K +$29.8K +49 +11%
SAM
2047
Synergy Asset Management
Washington
$329K -$841K -1,381 -73%
SIA
2048
SeaBridge Investment Advisors
New Jersey
$329K -$42K -69 -12%
SCA
2049
Southern Capital Advisors
Tennessee
$328K -$523K -859 -63%
DFG
2050
Dupree Financial Group
Kentucky
$327K -$15.2K -25 -5%
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