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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2226
Dopkins Wealth Management
New York
$560K -$163K -160 -25%
FWSM
2227
First Wilshire Securities Management
California
$560K
TPWA
2228
Twin Peaks Wealth Advisors
California
$560K +$179K +175 +58%
GFG
2229
Greenbush Financial Group
New York
$560K +$11.2K +11 +2%
SA
2230
Sonoma Allocations
California
$560K +$115K +113 +31%
MWM
2231
Maridea Wealth Management
New York
$559K -$1.18M -1,156 -71%
FA
2232
Fermata Advisors
California
$559K +$84.7K +83 +21%
KTC
2233
Kentucky Trust Company
Kentucky
$559K -$44.9K -44 -8%
CMTU
2234
Capital Markets Trading (UK)
United Kingdom
$559K -$405K -397 -45%
CFC
2235
Coyle Financial Counsel
Illinois
$558K +$30.6K +30 +7%
AWAP
2236
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$557K
GLR
2237
Great Lakes Retirement
Ohio
$556K +$103K +101 +27%
GWANC
2238
Guardian Wealth Advisors (North Carolina)
North Carolina
$556K +$33.7K +33 +8%
PFW
2239
Petros Family Wealth
Minnesota
$555K -$48K -47 -9%
LGG
2240
Luts & Greenleigh Group
Maryland
$553K +$17.4K +17 +4%
WB
2241
Webster Bank
Connecticut
$553K -$5.1K -5 -1%
AIP
2242
Almanack Investment Partners
Pennsylvania
$552K +$480K +470 New
SFC
2243
Sprinkle Financial Consultants
Colorado
$552K -$53.1K -52 -10%
NWA
2244
New World Advisors
Massachusetts
$552K +$138K +135 +40%
WA
2245
Wealth Architects
California
$551K +$10.2K +10 +2%
ACM
2246
Advance Capital Management
Michigan
$551K +$8.16K +8 +2%
FHC
2247
Fort Henry Capital
West Virginia
$550K
LIM
2248
Lathrop Investment Management
Arkansas
$549K -$51K -50 -10%
SFG
2249
Shum Financial Group
California
$549K +$1.02K +1 +0.2%
OFO
2250
OneAscent Family Office
Alabama
$546K +$88.8K +87 +23%