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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
2301
Cypress Point Wealth Management
Texas
$510K +$63.3K +62 +17%
1IA
2302
1834 Investment Advisors
Wisconsin
$510K +$155K +152 +54%
PB
2303
Pinnacle Bancorp
Nebraska
$510K +$119K +117 +37%
SP
2304
Successful Portfolios
Florida
$508K -$14.3K -14 -3%
KSWWM
2305
Keyes Stange & Wooten Wealth Management
Florida
$508K -$20.4K -20 -4%
GSB
2306
Greenfield Savings Bank
Massachusetts
$508K – – –
CNB
2307
Camden National Bank
Maine
$506K +$440K +431 New
ALA
2308
Atlas Legacy Advisors
California
$505K +$132K +129 +37%
EGA
2309
E&G Advisors
Texas
$505K +$32.7K +32 +8%
PIA
2310
Pinion Investment Advisors
Kansas
$504K +$438K +429 New
NF
2311
Nvest Financial
New Hampshire
$503K +$2.04K +2 +0.5%
FF
2312
Foundry Financial
California
$503K +$437K +428 New
AAMG
2313
AMG Asset Management Group
Georgia
$503K -$23.5K -23 -5%
HAC
2314
Harbor Advisory Corp
New Hampshire
$503K – – –
HA
2315
Huntleigh Advisors
Missouri
$501K -$153K -150 -26%
GDP
2316
Great Diamond Partners
Maine
$500K -$6.12K -6 -1%
BWM
2317
Braeburn Wealth Management
Michigan
$500K -$1.33M -1,303 -75%
KAS
2318
KPP Advisory Services
Kentucky
$500K -$52.1K -51 -11%
LSWP
2319
Liberty Square Wealth Partners
Pennsylvania
$499K – – –
AGC
2320
Aspen Grove Capital
Colorado
$498K – – –
GPW
2321
Genesis Private Wealth
Virginia
$497K -$2.04K -2 -0.5%
WSWA
2322
Warren Street Wealth Advisors
California
$497K +$8.16K +8 +2%
CWM
2323
Centurion Wealth Management
Virginia
$496K -$113K -111 -21%
SC
2324
Sepio Capital
Utah
$496K -$13.3K -13 -3%
BCFD
2325
Boit C.F. David
$495K – – –
91 92
93
94 95