GEV icon

GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
2026
Lumbard & Kellner
New Hampshire
$338K – – –
MSWMA
2027
Market Street Wealth Management Advisors
Indiana
$338K +$1.83K +3 +0.6%
UAML
2028
US Asset Management LLC
Pennsylvania
$337K -$4.26K -7 -1%
LFS
2029
Legacy Financial Strategies
Kansas
$337K +$314K +516 New
AC
2030
ASB Consultores
Florida
$337K – – –
QCIG
2031
Quad-Cities Investment Group
Iowa
$337K +$314K +515 New
RWP
2032
Revolve Wealth Partners
New Jersey
$337K -$31.7K -52 -9%
CWP
2033
Core Wealth Partners
California
$337K -$11K -18 -3%
PW
2034
PUREfi Wealth
Massachusetts
$337K +$314K +515 New
JLBC
2035
J.L. Bainbridge & Co
Florida
$336K +$3.65K +6 +1%
KAM
2036
KEB Asset Management
Illinois
$336K +$62.7K +103 +25%
BFF
2037
Byrne Financial Freedom
Massachusetts
$335K +$15.2K +25 +5%
EWM
2038
Evermay Wealth Management
Virginia
$334K +$6.7K +11 +2%
HJGA
2039
Hardman Johnston Global Advisors
Connecticut
$334K – – –
RGC
2040
Roberts, Glore & Co
Illinois
$334K – – –
NCM
2041
Next Capital Management
New York
$334K +$3.04K +5 +1%
WA
2042
Waystone Advisors
Washington
$333K +$311K +510 New
DOA
2043
D'Orazio & Associates
Virginia
$332K +$12.8K +21 +4%
CSC
2044
Caldwell Sutter Capital
California
$332K +$83.4K +137 +37%
CIA
2045
Cape Investment Advisory
Georgia
$332K +$316K +519 +2,471%
WCP
2046
Wealthcare Capital Partners
Pennsylvania
$331K -$609 -1 -0.2%
ZF
2047
Zhang Financial
Michigan
$331K +$14K +23 +5%
GA
2048
Goldstein Advisors
Wisconsin
$331K +$308K +506 New
NFG
2049
Nadler Financial Group
Illinois
$330K +$21.3K +35 +7%
SL
2050
Salomon & Ludwin
Virginia
$330K +$17.7K +29 +6%
80 81
82
83 84