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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
2026
Richmond Investment Services
Wisconsin
$497K +$185K +237 +71%
RCM
2027
Requisite Capital Management
Texas
$496K +$443K +568 New
LWA
2028
Lantern Wealth Advisors
New York
$496K +$443K +568 New
LCM
2029
Lazari Capital Management
California
$496K – – –
FCM
2030
Fourpath Capital Management
Oklahoma
$496K -$2.34K -3 -0.5%
SFG
2031
Southern Financial Group
Alabama
$495K +$4.68K +6 +1%
WMA
2032
West Michigan Advisors
Michigan
$495K +$33.5K +43 +8%
TFS
2033
Thoroughbred Financial Services
Tennessee
$495K +$75.7K +97 +21%
TLFA
2034
True Link Financial Advisors
California
$495K -$38.2K -49 -8%
HWM
2035
Horizon Wealth Management
Illinois
$494K – – –
ABC
2036
Associated Banc-Corp
Wisconsin
$494K -$72.6K -93 -14%
AFT
2037
Alpha Family Trust
California
$494K – – –
GCP
2038
GSA Capital Partners
United Kingdom
$494K -$488K -626 -53%
DCM
2039
Donaldson Capital Management
Indiana
$493K – – –
AWM
2040
Ariadne Wealth Management
California
$493K -$39K -50 -8%
WIM
2041
Westside Investment Management
California
$492K +$96.7K +124 +29%
DWM
2042
Destination Wealth Management
California
$492K +$439K +563 New
SRC
2043
Sage Rhino Capital
California
$492K +$12.5K +16 +3%
WP
2044
WealthPLAN Partners
Nebraska
$492K +$53.1K +68 +14%
BWM
2045
BCS Wealth Management
Tennessee
$491K -$440K -564 -50%
FWP
2046
FAS Wealth Partners
Kansas
$491K +$21.1K +27 +5%
CIM
2047
Capital Investment Management
Missouri
$491K -$37.4K -48 -8%
RPC
2048
Rossmore Private Capital
Connecticut
$488K – – –
AWA
2049
Archvest Wealth Advisors
California
$488K +$47.6K +61 +12%
PW
2050
PUREfi Wealth
Massachusetts
$488K +$34.3K +44 +9%
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