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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
2101
CKW Financial Group
Hawaii
$135K -$3.75K -9 -3%
BOJHT
2102
Bank of Jackson Hole Trust
Wyoming
$131K – – –
CA
2103
Centerpoint Advisors
Massachusetts
$131K -$416 -1 -0.4%
DF
2104
Dunhill Financial
United Kingdom
$131K +$1.25K +3 +1%
SL
2105
Salomon & Ludwin
Virginia
$130K -$13.3K -32 -11%
FFWM
2106
Future Financial Wealth Management
Ohio
$130K – – –
FA
2107
Financial Avengers
California
$129K – – –
PWA
2108
Physician Wealth Advisors
Utah
$128K +$8.33K +20 +9%
CPG
2109
Cornerstone Planning Group
New Jersey
$127K -$26.6K -64 -25%
CT
2110
Clearstead Trust
Maine
$125K -$833 -2 -0.8%
AP
2111
Atwood & Palmer
Missouri
$124K +$38.7K +93 +66%
NC
2112
NewSquare Capital
Pennsylvania
$120K +$32.1K +77 +51%
AWM
2113
Abound Wealth Management
Tennessee
$119K -$7.08K -17 -7%
WTFG
2114
Wood Tarver Financial Group
Idaho
$115K +$8.33K +20 +10%
PS
2115
Pinney & Scofield
Massachusetts
$114K – – –
HIW
2116
Holos Integrated Wealth
Pennsylvania
$112K – – –
RWM
2117
Rialto Wealth Management
New York
$110K -$416 -1 -0.5%
GFM
2118
GF Fund Management
China
$110K -$650K -1,561 -88%
ITIM
2119
Indiana Trust & Investment Management
Indiana
$106K -$2.5K -6 -3%
OA
2120
Operose Advisors
Wisconsin
$105K +$4.16K +10 +5%
EPIMS
2121
Evelyn Partners Investment Management Services
$102K +$21.2K +51 +36%
SFFS
2122
Stonehage Fleming Financial Services
Jersey
$102K – – –
FFA
2123
Frazier Financial Advisors
Ohio
$98.4K +$37.9K +91 +96%
HWM
2124
Hemington Wealth Management
Virginia
$98K +$3.75K +9 +5%
JWA
2125
JFS Wealth Advisors
Pennsylvania
$97.9K -$12.1K -29 -14%