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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2051
CRA Financial Services
New Jersey
$697K +$16.3K +16 +3%
AAM
2052
Auxier Asset Management
Oregon
$697K +$14.3K +14 +2%
RA
2053
Riversedge Advisors
Delaware
$696K +$83.7K +82 +16%
APFP
2054
Action Point Financial Planning
Michigan
$694K +$607K +595 New
DWM
2055
Destination Wealth Management
California
$694K +$28.6K +28 +5%
5NPW
2056
55 North Private Wealth
Florida
$691K +$129K +126 +27%
PSC
2057
Prentiss Smith & Co
Vermont
$690K -$111K -109 -16%
BWA
2058
BCU Wealth Advisors
Illinois
$687K +$66.3K +65 +13%
CA
2059
Cornerstone Advisory
Maryland
$687K +$29.6K +29 +5%
PCS
2060
Private Client Services
Kentucky
$686K +$206K +202 +53%
WG
2061
Warner Group
Connecticut
$686K +$312K +306 +110%
SEP
2062
Southland Equity Partners
Missouri
$685K +$64.3K +63 +12%
FG
2063
Foster Group
Iowa
$684K +$43.9K +43 +8%
WRPWM
2064
Werba Rubin Papier Wealth Management
California
$684K +$10.2K +10 +2%
DP
2065
DDD Partners
Washington
$684K +$594K +582 New
CIA
2066
Compass Ion Advisors
Pennsylvania
$683K -$1.02K -1 -0.2%
SWP
2067
Significant Wealth Partners
Illinois
$681K – – –
HWM
2068
Hohimer Wealth Management
Washington
$681K +$1.02K +1 +0.2%
WAG
2069
Winthrop Advisory Group
Massachusetts
$681K +$8.16K +8 +1%
FFM
2070
Fullerton Fund Management
Singapore
$680K -$338K -331 -36%
HAI
2071
Hennessy Advisors Inc
California
$680K +$591K +579 New
FCM
2072
Fourpath Capital Management
Oklahoma
$679K +$10.2K +10 +2%
APG
2073
Abacus Planning Group
South Carolina
$678K -$70.4K -69 -11%
HCC
2074
Hirtle Callaghan & Co
Pennsylvania
$678K – – –
PWP
2075
Ponta Wealth Partners
Florida
$678K +$198K +194 +51%
81 82
83
84 85