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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
976
Destination Wealth Management
California
$11K -$11.2K -150 -49%
IAS
977
IMA Advisory Services
Colorado
$11K -$449 -6 -4%
MSA
978
Marino Stram & Associates
Massachusetts
$11K – – –
SFSIG
979
San Francisco Sentry Investment Group
California
$11K +$2.24K +30 +23%
CAM
980
CenterStar Asset Management
Illinois
$10K – – –
NCM
981
New Capital Management
Texas
$10K – – –
POIA
982
Pin Oak Investment Advisors
Texas
$10K +$10.7K +143 New
RWM
983
Raffa Wealth Management
District of Columbia
$9.68K – – –
MFW
984
Mosaic Family Wealth
Missouri
$9K -$47.6K -637 -82%
BWP
985
Baldwin Wealth Partners
Massachusetts
$9K – – –
W
986
WealthOne
New York
$9K +$9.95K +133 New
CIA
987
CSat Investment Advisory
Michigan
$8K +$3.67K +49 +72%
RCG
988
Ruggie Capital Group
Florida
$8K +$8.38K +112 New
TL
989
TrueWealth LLC
Georgia
$7K -$1.05K -14 -13%
ATC
990
Adirondack Trust Company
New York
$7K – – –
PFSC
991
Peoples Financial Services Corp
Pennsylvania
$7K – – –
TFO
992
Tarbox Family Office
California
$7K – – –
TSW
993
Thompson Siegel & Walmsley
Virginia
$7K – – –
BCI
994
Brinker Capital Investments
Pennsylvania
$7K +$7.11K +95 New
KPW
995
Kore Private Wealth
New York
$7K +$7.48K +100 New
EWM
996
Executive Wealth Management
Michigan
$7K +$7.78K +104 New
JFA
997
JNBA Financial Advisors
Minnesota
$6K -$3.42M -45,789 -100%
TWA
998
TCI Wealth Advisors
Arizona
$6K -$18.9K -253 -75%
PWM
999
PRW Wealth Management
Massachusetts
$6K +$5.98K +80 New
FPB
1000
First PREMIER Bank
South Dakota
$6K +$6.36K +85 New
38 39
40
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