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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1026
Chicago Trust
Illinois
$364K +$23K +139 +7%
OC
1027
Oakworth Capital
Alabama
$364K +$121K +728 +53%
IC
1028
Intersect Capital
California
$363K -$5.14K -31 -1%
YC
1029
Yarbrough Capital
Tennessee
$363K +$348K +2,101 New
PCM
1030
Pointe Capital Management
Michigan
$360K – – –
MWM
1031
Mission Wealth Management
California
$360K +$22.2K +134 +7%
NGA
1032
Naples Global Advisors
Florida
$359K – – –
SFG
1033
Sather Financial Group
Texas
$358K – – –
SMA
1034
Sage Mountain Advisors
Georgia
$357K -$9.78K -59 -3%
V
1035
VeraBank
Texas
$357K +$27K +163 +9%
RCM
1036
Raleigh Capital Management
North Carolina
$357K +$343K +2,067 New
ESCM
1037
Echo Street Capital Management
New York
$355K -$667K -4,024 -66%
CB
1038
Community Bank
New York
$354K – – –
1SB
1039
1ST Source Bank
Indiana
$353K -$59K -356 -15%
SWM
1040
Sendero Wealth Management
Texas
$352K +$337K +2,035 New
PCG
1041
Private Capital Group
Connecticut
$351K -$246K -1,482 -42%
SPWG
1042
Sage Private Wealth Group
Illinois
$351K +$7.62K +46 +2%
MLL
1043
Moody Lynn & Lieberson
Massachusetts
$350K +$336K +2,027 New
RMCM
1044
Reynders McVeigh Capital Management
Massachusetts
$348K -$47.6K -287 -12%
WA
1045
WealthTrust Axiom
Pennsylvania
$347K – – –
IP
1046
Innovative Portfolios
Indiana
$346K – – –
MFC
1047
Mechanics Financial Corp
Ohio
$346K +$331K +2,000 New
WAM
1048
Wakefield Asset Management
Colorado
$343K +$13.4K +81 +4%
PIM
1049
Penobscot Investment Management
Massachusetts
$342K – – –
MA
1050
Montag & Associates
Georgia
$341K – – –
40 41
42
43 44