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GE Vernova

Name Holding Trade Value Shares
Change
Change in
Stake
SCS
2301
Sound Capital Solutions
Florida
$522K +$453K +444 New
FLP
2302
Financial Life Planners
Arizona
$520K +$212K +208 +89%
FC
2303
Fusion Capital
South Carolina
$520K – – –
CWMA
2304
Capstone Wealth Management (Alabama)
Alabama
$518K +$450K +441 New
CSB
2305
City State Bank
Iowa
$517K – – –
KCFA
2306
Key Client Fiduciary Advisors
New Jersey
$517K +$1.02K +1 +0.2%
TWM
2307
Tripletail Wealth Management
Florida
$515K -$20.4K -20 -4%
TPWA
2308
TRUE Private Wealth Advisors
Oregon
$514K +$18.4K +18 +4%
AA
2309
Addison Advisors
Vermont
$514K -$1.27M -1,240 -74%
SPWG
2310
Syntegra Private Wealth Group
Missouri
$513K +$1.02K +1 +0.2%
HI
2311
Hudock Inc
Pennsylvania
$513K +$102K +100 +30%
WCM
2312
Winebrenner Capital Management
Kentucky
$512K -$55.1K -54 -11%
UWPG
2313
Ullmann Wealth Partners Group
Florida
$511K +$86.8K +85 +24%
LWM
2314
Level Wealth Management
North Carolina
$511K – – –
BA
2315
Ballast Advisors
Minnesota
$511K +$15.3K +15 +4%
CAM
2316
Clark Asset Management
New Hampshire
$511K +$23.5K +23 +6%
MA
2317
MW Advisory
Georgia
$511K +$444K +435 New
FFO
2318
Fiduciary Family Office
Florida
$510K -$2.04K -2 -0.5%
CPWM
2319
Cypress Point Wealth Management
Texas
$510K +$63.3K +62 +17%
1IA
2320
1834 Investment Advisors
Wisconsin
$510K +$155K +152 +54%
PB
2321
Pinnacle Bancorp
Nebraska
$510K +$119K +117 +37%
SP
2322
Successful Portfolios
Florida
$508K -$14.3K -14 -3%
KSWWM
2323
Keyes Stange & Wooten Wealth Management
Florida
$508K -$20.4K -20 -4%
GSB
2324
Greenfield Savings Bank
Massachusetts
$508K – – –
CNB
2325
Camden National Bank
Maine
$506K +$440K +431 New