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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2076
Whelan Financial
California
$320K +$25.6K +42 +9%
TIM
2077
Tevis Investment Management
Texas
$320K – – –
VFP
2078
Verus Financial Partners
Virginia
$320K -$20.1K -33 -6%
MWP
2079
Madison Wealth Partners
Wisconsin
$319K +$54.8K +90 +23%
FAL
2080
Focused Alpha LLC
Colorado
$319K +$297K +488 New
SI
2081
SCP Investment
California
$319K +$297K +488 New
TWA
2082
Trace Wealth Advisors
California
$318K – – –
EAN
2083
Excelsior Advisor Network
Colorado
$318K +$297K +487 New
CCFCSB
2084
Cape Cod Five Cents Savings Bank
Massachusetts
$317K – – –
KFG
2085
Kingdom Financial Group
Arizona
$317K +$295K +485 New
ABWM
2086
Alpine Bank Wealth Management
Colorado
$317K – – –
HPBT
2087
Hickory Point Bank & Trust
Illinois
$317K – – –
BPWM
2088
Badgley Phelps Wealth Managers
Washington
$316K +$295K +484 New
4WM
2089
4J Wealth Management
Virginia
$316K – – –
SP
2090
Successful Portfolios
Florida
$316K +$10.4K +17 +3%
TWP
2091
Triad Wealth Partners
Kansas
$316K +$72.5K +119 +33%
AWAP
2092
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$316K – – –
PWM
2093
Palumbo Wealth Management
New York
$315K +$294K +482 New
MBWA
2094
Marin Bay Wealth Advisors
California
$314K +$293K +481 New
KAS
2095
KPP Advisory Services
Kentucky
$314K +$21.3K +35 +8%
SFG
2096
Shum Financial Group
California
$314K -$609 -1 -0.2%
CWM
2097
Cabot Wealth Management
Massachusetts
$314K +$292K +480 New
MFG
2098
Menard Financial Group
Texas
$313K +$18.9K +31 +7%
HA
2099
Huntleigh Advisors
Missouri
$311K – – –
DWM
2100
Dopkins Wealth Management
New York
$311K – – –
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