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GE Vernova
GEV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2451
FLC Capital Advisors
California
$437K -$22.5K -22 -6%
FOA
2452
Five Oceans Advisors
California
$437K – – –
IAP
2453
Indie Asset Partners
Indiana
$437K – – –
CWM
2454
Cabot Wealth Management
Massachusetts
$437K +$19.4K +19 +5%
BFWA
2455
Benchmark Financial Wealth Advisors
Florida
$436K +$69.4K +68 +22%
GRR
2456
Golden Reserve Retirement
Ohio
$436K +$379K +371 New
BFC
2457
Bedel Financial Consulting
Indiana
$435K +$3.06K +3 +0.8%
AA
2458
Alpha Advisors
Virginia
$434K – – –
LWMI
2459
Legacy Wealth Management (Idaho)
Idaho
$433K +$363K +356 +2,738%
PI
2460
Parkside Investments
Illinois
$432K – – –
EBA
2461
Eagle Bay Advisors
New York
$432K +$19.4K +19 +5%
RW
2462
Ridgeline Wealth
Arizona
$431K -$11.2K -11 -3%
EGWAG
2463
Elwood & Goetz Wealth Advisory Group
Georgia
$431K +$14.3K +14 +4%
SFGP
2464
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$429K -$94.9K -93 -20%
RPGK
2465
Retirement Planning Group (Kansas)
Kansas
$428K +$23.5K +23 +7%
BDF
2466
Black Diamond Financial
Maryland
$428K -$33.7K -33 -8%
SM
2467
Sweeney & Michel
California
$427K – – –
BWA
2468
BlueSky Wealth Advisors
North Carolina
$426K -$131K -128 -26%
EP
2469
Ehrenkranz Partners
New York
$426K – – –
WSFG
2470
Wall Street Financial Group
Illinois
$426K +$17.4K +17 +5%
WP
2471
Wealthspan Partners
Iowa
$425K +$128K +125 +53%
JWM
2472
Jeppson Wealth Management
California
$425K -$1.02K -1 -0.3%
CPSC
2473
Carl P. Sherr & Co
Massachusetts
$425K – – –
MF
2474
Montis Financial
Massachusetts
$424K +$13.3K +13 +4%
NBWM
2475
North Berkeley Wealth Management
California
$424K -$21.4K -21 -5%
97 98
99
100 101