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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
751
Optimum Investment Advisors
Illinois
$734K – – –
QIM
752
Quantitative Investment Management
Virginia
$729K +$765K +5,469 New
ST
753
Smithfield Trust
Pennsylvania
$726K – – –
CAC
754
Core Alternative Capital
Georgia
$724K -$324K -2,314 -30%
CCA
755
Cobblestone Capital Advisors
New York
$722K +$13.3K +95 +2%
PWS
756
Peterson Wealth Services
Utah
$719K +$220K +1,574 +41%
BWM
757
Biltmore Wealth Management
Arizona
$717K -$19.7K -141 -3%
CG
758
Caprock Group
Idaho
$711K -$14.8K -106 -2%
MCWA
759
Meadow Creek Wealth Advisors
Georgia
$710K +$6.58K +47 +0.9%
BSW
760
Buckingham Strategic Wealth
Missouri
$709K -$83.4K -596 -10%
SBIA
761
Sheaff Brock Investment Advisors
Indiana
$709K -$14K -100 -2%
CH
762
Canton Hathaway
Rhode Island
$707K -$35.5K -254 -5%
PCH
763
Polar Capital Holdings
United Kingdom
$707K +$3.92K +28 +0.5%
PA
764
Parallel Advisors
California
$706K +$73.7K +527 +11%
IP
765
Investment Partners
Ohio
$705K +$740K +5,286 New
EM
766
Excalibur Management
Massachusetts
$701K -$4.2K -30 -0.6%
RA
767
RFG Advisory
Alabama
$701K +$6.44K +46 +1%
TCM
768
Twin Capital Management
Pennsylvania
$699K -$10.1K -72 -1%
MW
769
Marcum Wealth
Ohio
$697K +$22.5K +161 +3%
JCM
770
Jacobi Capital Management
Pennsylvania
$695K -$99.5K -711 -12%
BAM
771
Belpointe Asset Management
Nevada
$695K +$286K +2,046 +65%
ADIM
772
Alpha DNA Investment Management
Maryland
$693K +$728K +5,202 New
EWM
773
Evermay Wealth Management
Virginia
$686K -$1.96K -14 -0.3%
SC
774
Savant Capital
Illinois
$681K -$2.66K -19 -0.4%
HWM
775
HB Wealth Management
Georgia
$681K +$138K +989 +24%
29 30
31
32 33