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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2151
City State Bank
Iowa
$288K – – –
FFG
2152
Frisch Financial Group
New York
$288K +$7.31K +12 +3%
BHPW
2153
Beverly Hills Private Wealth
California
$286K +$39.6K +65 +17%
WIM
2154
Westside Investment Management
California
$286K -$11.6K -19 -4%
SCM
2155
SCS Capital Management
Massachusetts
$286K -$132K -217 -33%
SI
2156
Stirlingshire Investments
New York
$285K +$266K +436 New
PCA
2157
Prosperity Capital Advisors
Ohio
$285K +$266K +436 New
GDP
2158
Great Diamond Partners
Maine
$285K -$26.8K -44 -9%
LWM
2159
Level Wealth Management
North Carolina
$284K -$81K -133 -23%
NP
2160
Ninepoint Partners
Ontario, Canada
$284K +$20.7K +34 +8%
FG
2161
Foster Group
Iowa
$284K -$29.2K -48 -10%
SC
2162
Sepio Capital
Utah
$284K +$264K +434 New
MA
2163
Montag & Associates
Georgia
$283K +$2.44K +4 +0.9%
EWM
2164
Elite Wealth Management
Washington
$283K +$3.65K +6 +1%
GWANC
2165
Guardian Wealth Advisors (North Carolina)
North Carolina
$282K +$56K +92 +27%
SWG
2166
Summit Wealth Group
Vermont
$281K +$14K +23 +6%
BMWS
2167
Brady Martz Wealth Solutions
North Dakota
$281K +$262K +430 New
WP
2168
Westmount Partners
California
$281K -$95K -156 -27%
AWM
2169
Aviso Wealth Management
Washington
$280K +$60.9K +100 +30%
FSA
2170
Financial Security Advisor
Virginia
$280K – – –
HAC
2171
Harbor Advisory Corp
New Hampshire
$280K – – –
EFG
2172
Ethos Financial Group
Pennsylvania
$280K +$35.3K +58 +16%
TA
2173
TrueWealth Advisors
Alabama
$279K +$260K +427 New
WB
2174
Webster Bank
Connecticut
$279K +$15.2K +25 +6%
DC
2175
Diametric Capital
Massachusetts
$278K -$182K -298 -41%
85 86
87
88 89