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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
851
Appleton Group
Wisconsin
$264K – – –
SIM
852
Sonora Investment Management
Arizona
$262K -$5.96K -61 -2%
SC
853
Steph & Co
Wisconsin
$260K – – –
BGC
854
Beutel, Goodman & Co
Ontario, Canada
$258K – – –
VFA
855
Valeo Financial Advisors
Indiana
$257K +$2.83K +29 +1%
FMT
856
First Mercantile Trust
Tennessee
$256K -$18.2K -186 -8%
BOM
857
Bank of Marin
California
$255K – – –
WDL
858
Well Done LLC
Michigan
$254K – – –
AWA
859
ARS Wealth Advisors
Florida
$252K – – –
LWAC
860
Laurel Wealth Advisors (California)
California
$252K – – –
MGIA
861
Moneta Group Investment Advisors
Missouri
$250K -$46.5K -476 -16%
PA
862
Probity Advisors
Texas
$250K -$1.47K -15 -0.6%
LC
863
Landaas & Company
Wisconsin
$250K +$1.07K +11 +0.5%
JCM
864
Jacobi Capital Management
Pennsylvania
$246K +$1.37K +14 +0.6%
GVAG
865
Great Valley Advisor Group
Delaware
$246K +$7.04K +72 +3%
SC
866
SouthState Corp
Florida
$245K – – –
RMCM
867
Reynders McVeigh Capital Management
Massachusetts
$244K -$33.3K -341 -12%
GRP
868
Global Retirement Partners
California
$243K +$89.8K +919 +63%
BAS
869
Brown Advisory Securities
Maryland
$243K +$233K +2,381 New
FFA
870
Founders Financial Alliance
North Carolina
$240K +$229K +2,346 New
SVWAG
871
Sound View Wealth Advisors Group
Georgia
$239K – – –
9WM
872
9258 Wealth Management
Ohio
$238K +$224K +2,293 New
FEM
873
Fulcrum Equity Management
Texas
$236K -$192K -1,964 -46%
DWA
874
Douglass Winthrop Advisors
New York
$236K – – –
MIC
875
Means Investment Company
Maine
$236K +$880 +9 +0.4%
33 34
35
36 37