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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Sawgrass Asset Management
Florida
$792K – – –
ISWM
602
Independent Solutions Wealth Management
New York
$781K +$150K +1,535 +25%
EFSCE
603
Enterprise Financial Services Corp (EFSC)
Missouri
$777K -$4.01K -41 -0.5%
AL
604
AJO LP
Pennsylvania
$774K +$738K +7,552 +17,164%
TAIM
605
TD Ameritrade Investment Management
Nebraska
$769K -$75K -767 -9%
SFI
606
SPC Financial Inc
Maryland
$766K -$7.92K -81 -1%
VAS
607
Vestmark Advisory Solutions
Massachusetts
$763K -$179K -1,836 -20%
JWCA
608
J.W. Cole Advisors
Florida
$762K +$730K +7,467 New
KWM
609
Keebeck Wealth Management
Illinois
$760K – – –
PA
610
PFG Advisors
Arizona
$758K -$9.29K -95 -1%
IFWM
611
Institute for Wealth Management
Colorado
$743K -$1.27K -13 -0.2%
CFA
612
Carroll Financial Associates
North Carolina
$716K – – –
OIA
613
Optimum Investment Advisors
Illinois
$715K -$17.1K -175 -2%
VCA
614
Verdence Capital Advisors
Maryland
$715K +$278K +2,840 +68%
LOAMS
615
Lombard Odier Asset Management (Switzerland)
Switzerland
$713K +$683K +6,988 New
ZB
616
Zions Bancorporation
Utah
$712K +$603K +6,173 +768%
TCM
617
Twin Capital Management
Pennsylvania
$711K -$14.8K -151 -2%
BRWA
618
B. Riley Wealth Advisors
Florida
$709K +$176K +1,803 +34%
CS
619
Capital Square
Tennessee
$704K – – –
MA
620
Mutual Advisors
Nebraska
$703K +$41.1K +420 +6%
WA
621
Wambolt & Associates
Colorado
$701K -$4.79K -49 -0.7%
SMC
622
Smith, Moore & Co
Missouri
$698K +$5.18K +53 +0.8%
FGA
623
Fortis Group Advisors
New Jersey
$697K +$669K +6,841 New
BBA
624
BLB&B Advisors
Pennsylvania
$692K -$58.7K -600 -8%
PFC
625
Phocas Financial Corp
California
$692K – – –
23 24
25
26 27