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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
976
Baldwin Wealth Partners
Massachusetts
$11K – – –
MFW
977
Mosaic Family Wealth
Missouri
$11K – – –
WAM
978
Watermark Asset Management
California
$11K – – –
MSA
979
Marino Stram & Associates
Massachusetts
$11K +$10.9K +140 New
WCM
980
Whitener Capital Management
North Carolina
$10K +$10.1K +130 New
ATC
981
Adirondack Trust Company
New York
$8K – – –
TSW
982
Thompson Siegel & Walmsley
Virginia
$8K – – –
PWM
983
Paulson Wealth Management
Illinois
$8K +$8.01K +103 New
OWA
984
One Wealth Advisors
California
$7K +$6.68K +86 New
ME
985
McIlrath & Eck
Washington
$7K +$6.92K +89 New
KTM
986
Keeler Thomas Management
Utah
$7K +$7.77K +100 New
SWMG
987
Signature Wealth Management Group
Georgia
$6K +$6.22K +80 New
LA
988
Legacy Advisors
Pennsylvania
$6K +$6.84K +88 New
SFSIG
989
San Francisco Sentry Investment Group
California
$5K -$2.8K -36 -34%
SWA
990
Sutton Wealth Advisors
Florida
$4.11K – – –
TWA
991
TCI Wealth Advisors
Arizona
$4K -$5.75K -74 -60%
SIS
992
Sound Income Strategies
Florida
$4K +$3.5K +45 New
VIA
993
Vantage Investment Advisors
Pennsylvania
$3K – – –
RFM
994
Royal Fund Management
Florida
$3K +$2.25K +29 +290%
WIM
995
Westside Investment Management
California
$2.95K -$311 -4 -10%
GEA
996
Glen Eagle Advisors
New Jersey
$2.11K +$78 +1 +4%
HFM
997
Hartford Financial Management
Connecticut
$2K – – –
HI
998
Hudock Inc
Pennsylvania
$2K – – –
GWS
999
Glassman Wealth Services
Virginia
$2K +$1.48K +19 New
BAM
1000
Barrett Asset Management
New York
$2K +$1.87K +24 New
38 39
40
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