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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAL
2076
Focused Alpha LLC
Colorado
$319K +$297K +488 New
SI
2077
SCP Investment
California
$319K +$297K +488 New
TWA
2078
Trace Wealth Advisors
California
$318K – – –
EAN
2079
Excelsior Advisor Network
Colorado
$318K +$297K +487 New
CCFCSB
2080
Cape Cod Five Cents Savings Bank
Massachusetts
$317K – – –
KFG
2081
Kingdom Financial Group
Arizona
$317K +$295K +485 New
ABWM
2082
Alpine Bank Wealth Management
Colorado
$317K – – –
HPBT
2083
Hickory Point Bank & Trust
Illinois
$317K – – –
BPWM
2084
Badgley Phelps Wealth Managers
Washington
$316K +$295K +484 New
4WM
2085
4J Wealth Management
Virginia
$316K – – –
SP
2086
Successful Portfolios
Florida
$316K +$10.4K +17 +3%
TWP
2087
Triad Wealth Partners
Kansas
$316K +$72.5K +119 +33%
AWAP
2088
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$316K – – –
PWM
2089
Palumbo Wealth Management
New York
$315K +$294K +482 New
MBWA
2090
Marin Bay Wealth Advisors
California
$314K +$293K +481 New
KAS
2091
KPP Advisory Services
Kentucky
$314K +$21.3K +35 +8%
SFG
2092
Shum Financial Group
California
$314K -$609 -1 -0.2%
CWM
2093
Cabot Wealth Management
Massachusetts
$314K +$292K +480 New
MFG
2094
Menard Financial Group
Texas
$313K +$18.9K +31 +7%
HA
2095
Huntleigh Advisors
Missouri
$311K – – –
DWM
2096
Dopkins Wealth Management
New York
$311K – – –
FC
2097
Fairscale Capital
New Hampshire
$311K +$51.8K +85 +22%
RMC
2098
Resources Management Corp
Connecticut
$311K +$11K +18 +4%
WWG
2099
West Wealth Group
California
$311K +$13.4K +22 +5%
TCP
2100
TMB Capital Partners
Arkansas
$310K +$289K +475 New
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