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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFGP
2051
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$201K +$15K +36 +10%
GWM
2052
Gibbs Wealth Management
Georgia
$201K +$158K +380 New
AWM
2053
Avondale Wealth Management
Texas
$198K – – –
KLWA
2054
Kelly Lawrence W & Associates
California
$197K – – –
CTB
2055
Country Trust Bank
Illinois
$196K +$35.8K +86 +30%
PFSC
2056
Peoples Financial Services Corp
Pennsylvania
$195K – – –
CSC
2057
Caldwell Sutter Capital
California
$194K -$14.6K -35 -9%
FP
2058
Financial Perspectives
Minnesota
$193K -$7.5K -18 -5%
FWA
2059
Flagship Wealth Advisors
Massachusetts
$191K -$3.75K -9 -2%
OC
2060
Oakworth Capital
Alabama
$191K +$3.33K +8 +2%
WA
2061
Whipplewood Advisors
Colorado
$189K -$244K -586 -62%
CLOS
2062
Compagnie Lombard Odier SCmA
Switzerland
$189K +$86.2K +207 +137%
VNA
2063
Valley National Advisers
Pennsylvania
$186K -$416 -1 -0.3%
C
2064
Covestor
United Kingdom
$183K +$97.8K +235 +214%
FDCP
2065
Foster Dykema Cabot & Partners
Massachusetts
$182K – – –
PSB
2066
Piscataqua Savings Bank
New Hampshire
$181K – – –
WOSD
2067
WFA of San Diego
California
$179K +$141K +339 New
VWM
2068
Vermillion Wealth Management
Minnesota
$177K – – –
HFS
2069
Hughes Financial Services
Virginia
$176K +$416 +1 +0.4%
GIA
2070
GHP Investment Advisors
Colorado
$174K – – –
PH
2071
Pinnacle Holdings
Oklahoma
$174K -$39.6K -95 -22%
SN
2072
Sittner & Nelson
Oregon
$171K – – –
MHR
2073
Matthew Hamilton Rosenberg
$170K -$3.33K -8 -2%
SWP
2074
Strategic Wealth Partners
Ohio
$170K +$134K +322 New
PB
2075
Pinnacle Bancorp
Nebraska
$168K +$16.7K +40 +14%
81 82
83
84 85