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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2176
Beacon Financial Advisory
Ohio
$605K +$31.6K +31 +6%
CWP
2177
Core Wealth Partners
California
$605K – – –
AWAU
2178
Alliance Wealth Advisors (Utah)
Utah
$605K +$236K +231 +81%
POIA
2179
Pin Oak Investment Advisors
Texas
$604K +$31.6K +31 +6%
PP
2180
PFS Partners
New Jersey
$602K -$10.2K -10 -2%
PFM
2181
Peak Financial Management
Massachusetts
$602K -$35.7K -35 -6%
SFG
2182
Southern Financial Group
Alabama
$600K -$59.2K -58 -10%
HPBT
2183
Hickory Point Bank & Trust
Illinois
$599K -$8.16K -8 -2%
RGC
2184
Roberts, Glore & Co
Illinois
$599K -$1.02K -1 -0.2%
AWM
2185
Avondale Wealth Management
Texas
$599K +$86.8K +85 +20%
HNB
2186
Hilltop National Bank
Wyoming
$599K +$94.9K +93 +22%
SWGC
2187
Summit Wealth Group (Colorado)
Colorado
$599K +$68.4K +67 +15%
MCM
2188
Maple Capital Management
Vermont
$598K +$113K +111 +28%
PWA
2189
Physician Wealth Advisors
Utah
$597K +$20.4K +20 +4%
TP
2190
Tranquility Partners
Tennessee
$597K – – –
FWA
2191
Flagship Wealth Advisors
Massachusetts
$597K +$185K +181 +55%
RFA
2192
Rollins Financial Advisors
New York
$596K +$187K +183 +56%
WWA
2193
Wingate Wealth Advisors
Massachusetts
$596K – – –
NCM
2194
Next Capital Management
New York
$594K – – –
LWA
2195
Legacy Wealth Advisors
Florida
$593K +$50K +49 +11%
PWA
2196
Prairie Wealth Advisors
Nebraska
$591K – – –
GKIM
2197
GW&K Investment Management
Massachusetts
$591K +$216K +212 +73%
TWM
2198
TriaGen Wealth Management
California
$590K -$8.16K -8 -2%
CP
2199
Canopy Partners
Ohio
$589K +$38.8K +38 +8%
RWS
2200
Resolute Wealth Strategies
Mississippi
$588K +$116K +114 +30%
86 87
88
89 90