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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2076
Alerus Financial
North Dakota
$167K +$132K +316 New
CTC
2077
Cetera Trust Company
Minnesota
$164K – – –
OWA
2078
Opal Wealth Advisors
New York
$163K +$6.66K +16 +5%
FF
2079
Friedenthal Financial
New Jersey
$162K -$1.29M -3,107 -91%
MWA
2080
Medallion Wealth Advisors
Connecticut
$162K – – –
TCM
2081
TD Capital Management
Tennessee
$160K – – –
WBWA
2082
William B. Walkup & Associates
South Carolina
$158K – – –
SWA
2083
SOA Wealth Advisors
New York
$158K +$896K +2,151 +4%
FGC
2084
Financial Gravity Companies
Texas
$155K +$122K +293 New
HNB
2085
Hilltop National Bank
Wyoming
$155K +$122K +292 New
CWP
2086
Concord Wealth Partners
Virginia
$153K +$51.6K +124 +75%
PMFA
2087
Plante Moran Financial Advisors
Michigan
$148K +$416 +1 +0.4%
MYIA
2088
Mount Yale Investment Advisors
Colorado
$147K +$116K +279 New
POIA
2089
Pin Oak Investment Advisors
Texas
$147K -$12.9K -31 -6%
NRG
2090
Nemes Rush Group
Michigan
$146K – – –
WA
2091
WPG Advisers
Maryland
$144K -$38.7K -93 -25%
TPWA
2092
Twin Peaks Wealth Advisors
California
$144K +$91.2K +219 New
RA
2093
Rise Advisors
New York
$143K +$12.9K +31 +13%
VFM
2094
Vision Financial Markets
Connecticut
$142K – – –
CSPIA
2095
Cary Street Partners Investment Advisory
Virginia
$141K +$21.7K +52 +24%
GKIM
2096
GW&K Investment Management
Massachusetts
$138K +$19.6K +47 +22%
CWM
2097
Centricity Wealth Management
Ohio
$136K – – –
BIA
2098
Bell Investment Advisors
California
$135K +$6.66K +16 +7%
CFG
2099
CKW Financial Group
Hawaii
$135K -$3.75K -9 -3%
BOJHT
2100
Bank of Jackson Hole Trust
Wyoming
$131K – – –
82 83
84
85 86