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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
851
LMG Wealth Partners
Louisiana
$2.69M -$519K -1,684 -18%
FRA
852
Frank Rimerman Advisors
California
$2.68M +$1.47M +4,763 +173%
DAS
853
DMKC Advisory Services
Iowa
$2.67M +$2.16M +7,024 New
SIC
854
Samalin Investment Counsel
New York
$2.67M – – –
VWM
855
Vivid Wealth Management
Iowa
$2.66M +$37K +120 +2%
TCWA
856
Turtle Creek Wealth Advisors
Texas
$2.65M +$2.29M +7,436 New
CPA
857
Capital Planning Advisors
California
$2.65M +$434K +1,409 +23%
IFWM
858
Institute for Wealth Management
Colorado
$2.65M +$4.62K +15 +0.2%
CAMG
859
CWA Asset Management Group
Florida
$2.64M +$141K +457 +7%
QC
860
Quaero Capital
Switzerland
$2.64M -$371K -1,205 -14%
HP
861
Hilltop Partners
Indiana
$2.64M +$1.23K +4 +0.1%
KCM
862
Kornitzer Capital Management
Kansas
$2.64M +$15.4K +50 +0.7%
ECM
863
Evergreen Capital Management
Washington
$2.62M -$80.1K -260 -3%
TSMHT
864
Thurston Springer Miller Herd & Titak
Indiana
$2.62M -$926K -3,006 -29%
VSQM
865
V-Square Quantitative Management
Illinois
$2.6M +$168K +545 +8%
AWA
866
Aaron Wealth Advisors
Illinois
$2.59M +$158K +514 +8%
SB
867
Simmons Bank
Arkansas
$2.59M +$1.54K +5 +0.1%
MWM
868
Modern Wealth Management
Kansas
$2.58M +$117K +380 +6%
KWM
869
Keebeck Wealth Management
Illinois
$2.56M +$2.21M +7,181 New
AMIM
870
Aull & Monroe Investment Management
Alabama
$2.56M -$308K -1,000 -12%
SIAP
871
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.55M -$32.3K -105 -1%
WTA
872
Washington Trust Advisors
Massachusetts
$2.54M +$108K +351 +5%
PWM
873
Perigon Wealth Management
California
$2.54M +$184K +597 +9%
CAMV
874
Concord Asset Management (Virginia)
Virginia
$2.53M -$8.93K -29 -0.4%
CWP
875
Concord Wealth Partners
Virginia
$2.53M +$282K +916 +15%
33 34
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36 37