We are live on ! Find out more
GEV icon

GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
5NPW
2126
55 North Private Wealth
Florida
$299K +$278K +457 New
KSWWM
2127
Keyes Stange & Wooten Wealth Management
Florida
$298K -$3.04K -5 -1%
LF
2128
LifeSteps Financial
California
$297K +$6.09K +10 +2%
GC
2129
Guidance Capital
Kentucky
$297K +$3.04K +5 +1%
FOFP
2130
Fee-Only Financial Planning
South Carolina
$297K – – –
ACM
2131
Advance Capital Management
Michigan
$295K – – –
FC
2132
Financial Council
Maryland
$295K – – –
MAG
2133
Mayfair Advisory Group
Alabama
$294K +$43.9K +72 +20%
MFC
2134
Morris Financial Concepts
South Carolina
$294K – – –
PPWM
2135
Paragon Private Wealth Management
Kentucky
$293K +$51.8K +85 +23%
CWA
2136
Centerline Wealth Advisors
Kentucky
$293K -$2.44K -4 -0.9%
SFS
2137
Summit Financial Strategies
Ohio
$293K +$273K +448 New
WAAG
2138
Wealth Alliance Advisory Group
Kansas
$292K -$14K -23 -5%
BFA
2139
Beacon Financial Advisory
Ohio
$290K -$63.3K -104 -19%
MCM
2140
MV Capital Management
Maryland
$290K +$609 +1 +0.2%
PAM
2141
Palisade Asset Management
Minnesota
$290K +$31.1K +51 +13%
CWP
2142
Capital Wealth Planning
Florida
$290K +$3.04K +5 +1%
FC
2143
Fusion Capital
South Carolina
$289K -$9.14K -15 -3%
CP
2144
Canopy Partners
Ohio
$289K -$17.7K -29 -6%
DW30
2145
Drucker Wealth 3.0
New Jersey
$289K +$48.1K +79 +22%
ALA
2146
Atlas Legacy Advisors
California
$289K +$31.7K +52 +14%
WRPWM
2147
Werba Rubin Papier Wealth Management
California
$288K +$64.6K +106 +32%
CAM
2148
Cidel Asset Management
Ontario, Canada
$288K -$39K -64 -13%
RMCM
2149
Reynders McVeigh Capital Management
Massachusetts
$288K +$40.8K +67 +18%
KCFA
2150
Key Client Fiduciary Advisors
New Jersey
$288K -$10.4K -17 -4%