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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
2051
Cary Street Partners Investment Advisory
Virginia
$250K +$84.2K +139 +52%
BA
2052
Ballast Advisors
Minnesota
$249K – – –
OCPWS
2053
One Charles Private Wealth Services
Massachusetts
$249K +$6.06K +10 +3%
BAM
2054
Brave Asset Management
New Jersey
$248K – – –
CL
2055
CIM LLC
New York
$248K – – –
HFAS
2056
Hummer Financial Advisory Services
Illinois
$248K – – –
LOPW
2057
Live Oak Private Wealth
North Carolina
$248K – – –
TIAAOA
2058
Teachers Insurance & Annuity Association of America
New York
$248K – – –
WB
2059
Webster Bank
Connecticut
$247K – – –
RW
2060
Ridgeline Wealth
Arizona
$247K +$244K +402 New
NP
2061
Ninepoint Partners
Ontario, Canada
$247K -$632K -1,043 -72%
CAM
2062
Clark Asset Management
New Hampshire
$246K +$242K +400 New
FCM
2063
Firsthand Capital Management
California
$246K +$242K +400 New
SC
2064
Shay Capital
New York
$246K +$242K +400 New
SIS
2065
Sound Income Strategies
Florida
$245K -$18.8K -31 -7%
FWI
2066
Facet Wealth Inc
Maryland
$245K +$242K +399 New
MWP
2067
Madison Wealth Partners
Wisconsin
$245K +$242K +399 New
LA
2068
LM Advisors
California
$245K +$242K +399 New
KFP
2069
KMG Fiduciary Partners
Ohio
$245K +$241K +398 New
ICM
2070
IMS Capital Management
Oregon
$245K -$53.9K -89 -18%
ACP
2071
Aviance Capital Partners
Florida
$245K +$241K +398 New
DSC
2072
Duncker Streett & Co
Missouri
$244K – – –
SCA
2073
Stonebridge Capital Advisors
Minnesota
$244K – – –
PWM
2074
PTM Wealth Management
United States
$243K – – –
JJBC
2075
James J. Burns & Company
New York
$243K -$9.69K -16 -4%