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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Cahaba Wealth Management
Georgia
$487K +$135K +173 +45%
WPC
2052
Waters Parkerson & Co
Louisiana
$486K – – –
CA
2053
Cornerstone Advisory
Maryland
$486K +$28.9K +37 +7%
CCIA
2054
Cherry Creek Investment Advisors
Colorado
$485K +$24.2K +31 +6%
SWM
2055
SHP Wealth Management
Massachusetts
$482K +$44.5K +57 +12%
TW
2056
Traveka Wealth
California
$482K +$3.9K +5 +0.9%
SWK
2057
Stephen W. Kidder
$481K – – –
UAG
2058
United Advisor Group
Ohio
$481K +$70.2K +90 +20%
GAM
2059
Gemmer Asset Management
California
$480K +$20.3K +26 +5%
EIM
2060
Ervin Investment Management
Washington
$480K – – –
MIM
2061
Montgomery Investment Management
Maryland
$479K – – –
S
2062
Sunpointe
Missouri
$479K +$39K +50 +10%
FFBTD
2063
First Financial Bank - Trust Division
Ohio
$478K +$17.9K +23 +4%
PFM
2064
Peak Financial Management
Massachusetts
$478K -$39K -50 -8%
IIC
2065
Integrated Investment Consultants
Michigan
$477K +$5.46K +7 +1%
CMAI
2066
Capital Management Associates Inc
Minnesota
$477K -$22.6K -29 -5%
PP
2067
Postrock Partners
Oregon
$477K – – –
ACP
2068
Aviance Capital Partners
Florida
$475K +$98.3K +126 +30%
CMP
2069
Courage Miller Partners
Virginia
$475K – – –
MA
2070
MBA Advisors
Pennsylvania
$475K – – –
TA
2071
Townsend & Associates
Colorado
$475K – – –
SCA
2072
STALEY CAPITAL ADVISERS
Pennsylvania
$474K – – –
AF
2073
Alerus Financial
North Dakota
$473K +$157K +201 +59%
BFO
2074
Biltmore Family Office
North Carolina
$472K – – –
EIA
2075
Eldridge Investment Advisors
New Hampshire
$471K -$7.8K -10 -2%
81 82
83
84 85