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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
976
Kingswood Wealth Advisors
California
$621K +$543K +3,087 New
TF
977
Tompkins Financial
New York
$620K – – –
PWM
978
Palumbo Wealth Management
New York
$615K -$797K -4,529 -60%
ICG
979
InterOcean Capital Group
Tennessee
$614K -$15.3K -87 -3%
OCM
980
Orion Capital Management
California
$614K +$35.2K +200 +7%
MA
981
Montag & Associates
Georgia
$613K -$35.2K -200 -6%
ADMI
982
Albert D. Mason Inc
Massachusetts
$611K – – –
V
983
ViaWealth
Kansas
$609K -$2.64K -15 -0.5%
VSQM
984
V-Square Quantitative Management
Illinois
$609K -$1.76K -10 -0.3%
MIP
985
Marietta Investment Partners
Wisconsin
$609K – – –
SMA
986
Sage Mountain Advisors
Georgia
$608K +$83.7K +476 +19%
GAM
987
Gemmer Asset Management
California
$606K +$18.1K +103 +4%
CG
988
Carmignac Gestion
France
$603K +$176K +1,000 +50%
PTC
989
Philadelphia Trust Company
Pennsylvania
$601K -$1.41K -8 -0.3%
FWTB
990
First Western Trust Bank
Colorado
$599K -$36.9K -210 -7%
MFGM
991
Marshall Financial Group (Maryland)
Maryland
$597K – – –
GWA
992
Geometric Wealth Advisors
District of Columbia
$594K +$4.4K +25 +0.9%
MIM
993
Morningstar Investment Management
Illinois
$592K +$518K +2,944 New
IFU
994
iSAM Funds (UK)
United Kingdom
$592K +$517K +2,942 New
EWM
995
Empirical Wealth Management
Washington
$591K +$70.9K +403 +16%
ANBT
996
American National Bank & Trust
Texas
$590K +$9.15K +52 +2%
UAML
997
US Asset Management LLC
Pennsylvania
$590K -$704 -4 -0.1%
DCM
998
Dudley Capital Management
Virginia
$588K – – –
AIA
999
Angeles Investment Advisors
California
$581K +$24.8K +141 +5%
MFA
1000
Mayflower Financial Advisors
Massachusetts
$581K +$130K +737 +34%
38 39
40
41 42