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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
726
Zhang Financial
Michigan
$533K -$81K -912 -14%
RIM
727
Rampart Investment Management
Connecticut
$526K +$16.5K +186 +3%
EM
728
Excalibur Management
Massachusetts
$517K +$485K +5,459 New
GWM
729
Geneos Wealth Management
Colorado
$515K -$4.79K -54 -1%
BRWM
730
B. Riley Wealth Management
Tennessee
$515K +$1.15K +13 +0.2%
IWC
731
Integrated Wealth Concepts
Massachusetts
$514K +$86K +969 +22%
MBT
732
Montecito Bank & Trust
California
$512K – – –
MCWA
733
Meadow Creek Wealth Advisors
Georgia
$512K +$480K +5,404 New
NWP
734
Northstar Wealth Partners
Connecticut
$511K +$24.3K +274 +5%
RIA
735
Realta Investment Advisors
Delaware
$509K +$41.3K +465 +9%
NA
736
NewEdge Advisors
Louisiana
$508K -$29.1K -328 -6%
WW
737
Westshore Wealth
California
$505K +$474K +5,336 New
TC
738
Telemus Capital
Michigan
$504K +$888 +10 +0.2%
FNBT
739
FineMark National Bank & Trust
Florida
$500K – – –
ATPW
740
Ashton Thomas Private Wealth
Arizona
$491K +$20.4K +230 +5%
EDRH
741
Edmond de Rothschild Holding
Switzerland
$488K +$122K +1,371 +36%
HPC
742
Hobart Private Capital
North Carolina
$486K +$63.9K +720 +16%
FEM
743
Fulcrum Equity Management
Texas
$475K -$8.79K -99 -2%
CH
744
Canton Hathaway
Rhode Island
$474K – – –
CC
745
Courier Capital
New York
$469K +$12.3K +139 +3%
CCA
746
Catalyst Capital Advisors
New York
$469K +$439K +4,950 New
CAN
747
Cetera Advisor Networks
California
$468K +$3.46K +39 +0.8%
WANY
748
Wealthspire Advisors (New York)
New York
$467K +$32.7K +368 +8%
PTC
749
Private Trust Company
Ohio
$464K -$7.9K -89 -2%
AT
750
Arden Trust
Delaware
$461K -$3.91K -44 -0.9%
28 29
30
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