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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
2201
Summit Wealth Group (Colorado)
Colorado
$599K +$68.4K +67 +15%
MCM
2202
Maple Capital Management
Vermont
$598K +$113K +111 +28%
PWA
2203
Physician Wealth Advisors
Utah
$597K +$20.4K +20 +4%
TP
2204
Tranquility Partners
Tennessee
$597K – – –
FWA
2205
Flagship Wealth Advisors
Massachusetts
$597K +$185K +181 +55%
RFA
2206
Rollins Financial Advisors
New York
$596K +$187K +183 +56%
WWA
2207
Wingate Wealth Advisors
Massachusetts
$596K – – –
NCM
2208
Next Capital Management
New York
$594K – – –
LWA
2209
Legacy Wealth Advisors
Florida
$593K +$50K +49 +11%
PWA
2210
Prairie Wealth Advisors
Nebraska
$591K – – –
GKIM
2211
GW&K Investment Management
Massachusetts
$591K +$216K +212 +73%
TWM
2212
TriaGen Wealth Management
California
$590K -$8.16K -8 -2%
CP
2213
Canopy Partners
Ohio
$589K +$38.8K +38 +8%
RWS
2214
Resolute Wealth Strategies
Mississippi
$588K +$116K +114 +30%
LAM
2215
Lynch Asset Management
Pennsylvania
$587K – – –
LWA
2216
LifeGoal Wealth Advisors
New York
$587K +$37.8K +37 +8%
TS
2217
Triglav Skladi
Slovenia
$587K +$510K +500 New
FC
2218
Fairscale Capital
New Hampshire
$587K -$40.8K -40 -7%
PWMG
2219
Prestige Wealth Management Group
New Jersey
$586K +$45.9K +45 +10%
FLFS
2220
Family Legacy Financial Solutions
North Carolina
$586K +$509K +499 New
BLC
2221
Brown, Lisle/Cummings
Rhode Island
$585K +$3.06K +3 +0.6%
BW
2222
Basepoint Wealth
Iowa
$579K -$4.08K -4 -0.8%
WIA
2223
Westbourne Investment Advisors
Maryland
$578K – – –
WWG
2224
West Wealth Group
California
$576K +$8.16K +8 +2%
FMI
2225
F/M Investments
District of Columbia
$575K +$131K +128 +35%
87 88
89
90 91