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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2151
Crowley Wealth Management
Delaware
$75.7K – – –
IIM
2152
Intact Investment Management
Quebec, Canada
$75.1K +$59.1K +142 New
PWAM
2153
Private Wealth Asset Management
Iowa
$72.5K -$37.1K -89 -39%
VWM
2154
Valley Wealth Managers
New Jersey
$72.5K -$833 -2 -1%
TLCM
2155
Twin Lakes Capital Management
California
$71.4K – – –
DFA
2156
DHJJ Financial Advisors
Illinois
$70.9K +$14.6K +35 +35%
MS
2157
Marshall & Sullivan
Washington
$70.4K +$55.4K +133 New
GWP
2158
Gen-Wealth Partners
Michigan
$68.3K -$4.16K -10 -7%
AT
2159
Avalon Trust
New Mexico
$67.7K -$4.16K -10 -7%
CAL
2160
Capital Analysts LLC
Pennsylvania
$64K +$5K +12 +11%
PCC
2161
Park Circle Company
Maryland
$63.5K – – –
NECFA
2162
New England Capital Financial Advisors
Connecticut
$63.2K +$3.75K +9 +8%
TC
2163
Trust Company
Kansas
$63K – – –
RWM
2164
RMG Wealth Management
Wisconsin
$62.4K +$45K +108 New
PCTC
2165
Perkins Coie Trust Company
Washington
$61.9K – – –
DIP
2166
DT Investment Partners
Pennsylvania
$60.3K – – –
JFA
2167
JNBA Financial Advisors
Minnesota
$58.2K +$1.67K +4 +4%
SA
2168
SRH Advisors
Kansas
$57.7K – – –
RA
2169
Ransom Advisory
Rhode Island
$56.6K – – –
API
2170
Asset Planning Inc
California
$55.6K – – –
CIAS
2171
CBIZ Investment Advisory Services
Ohio
$55.6K +$24.6K +59 +128%
PP
2172
Pacifica Partners
Canada
$55.1K – – –
GFL
2173
Granite FO LLC
New Hampshire
$55K – – –
JFGIW
2174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54K -$16.2K -39 -28%
KWM
2175
Kiker Wealth Management
Georgia
$54K -$10.4K -25 -20%
85 86
87
88 89