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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2051
Synergy Asset Management
Washington
$329K -$841K -1,381 -73%
SIA
2052
SeaBridge Investment Advisors
New Jersey
$329K -$42K -69 -12%
SCA
2053
Southern Capital Advisors
Tennessee
$328K -$523K -859 -63%
DFG
2054
Dupree Financial Group
Kentucky
$327K -$15.2K -25 -5%
APW
2055
Aventura Private Wealth
Florida
$327K +$4.87K +8 +2%
GC
2056
Gruss & Co
Florida
$327K +$305K +500 New
LAM
2057
Lynch Asset Management
Pennsylvania
$327K +$305K +500 New
LA
2058
Lynch & Associates
Indiana
$326K +$11.6K +19 +4%
S
2059
Sunpointe
Missouri
$326K +$18.3K +30 +6%
AWA
2060
Archvest Wealth Advisors
California
$326K +$5.48K +9 +2%
SWP
2061
Strategic Wealth Partners
Ohio
$325K +$124K +204 +69%
IP
2062
Intellectus Partners
California
$325K +$9.74K +16 +3%
CSPIA
2063
Cary Street Partners Investment Advisory
Virginia
$325K +$56K +92 +23%
BW
2064
Basepoint Wealth
Iowa
$325K – – –
SWM
2065
SHP Wealth Management
Massachusetts
$324K +$302K +495 New
WP
2066
WealthPLAN Partners
Nebraska
$324K -$409K -671 -58%
MWM
2067
Mittelman Wealth Management
Massachusetts
$324K +$302K +495 New
CA
2068
Crewe Advisors
Utah
$322K -$53K -87 -15%
SPWG
2069
Syntegra Private Wealth Group
Missouri
$322K – – –
AF
2070
Apollon Financial
South Carolina
$322K +$300K +493 New
CB
2071
Cadence Bank
Mississippi
$322K +$62.7K +103 +26%
WCM
2072
Wedge Capital Management
North Carolina
$322K -$15.2K -25 -5%
WIA
2073
Westbourne Investment Advisors
Maryland
$322K – – –
GIM
2074
Generali Investments Management
Slovenia
$322K +$262K +430 +694%
1C
2075
111 Capital
France
$321K -$570K -936 -66%