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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1026
Steph & Co
Wisconsin
$307K -$66.6K -476 -17%
BFG
1027
Barber Financial Group
Kansas
$307K – – –
KWMG
1028
King Wealth Management Group
Florida
$305K – – –
SPWG
1029
Sage Private Wealth Group
Illinois
$304K -$64.4K -460 -17%
WF
1030
Welch & Forbes
Massachusetts
$304K +$318K +2,276 New
BAAM
1031
Baker Avenue Asset Management
California
$302K +$317K +2,267 New
TWM
1032
Tradition Wealth Management
Minnesota
$301K +$59.5K +425 +23%
BMCM
1033
Burns Matteson Capital Management
New York
$300K +$3.64K +26 +1%
CAG
1034
Csenge Advisory Group
Florida
$297K -$77.8K -556 -20%
RMCM
1035
Reynders McVeigh Capital Management
Massachusetts
$296K – – –
MCA
1036
MSH Capital Advisors
Arizona
$296K -$46.9K -335 -13%
MWM
1037
Modera Wealth Management
New Jersey
$295K +$2.24K +16 +0.7%
V
1038
VeraBank
Texas
$294K – – –
SIM
1039
SSI Investment Management
California
$291K +$560 +4 +0.2%
AWA
1040
Arkadios Wealth Advisors
Georgia
$291K +$9.23K +66 +3%
PWPS
1041
Pinnacle Wealth Planning Services
Ohio
$291K +$78.8K +563 +35%
WI
1042
Wintrust Investments
Illinois
$290K -$3.92K -28 -1%
MWM
1043
Mission Wealth Management
California
$290K +$3.36K +24 +1%
MA
1044
Montag & Associates
Georgia
$290K +$28K +200 +10%
HWAM
1045
Hennion & Walsh Asset Management
New Jersey
$289K -$98.4K -703 -24%
SS
1046
Sunbelt Securities
Texas
$289K – – –
SB
1047
Sunflower Bank
Texas
$288K -$45.6K -326 -13%
PCM
1048
Pointe Capital Management
Michigan
$288K +$3.36K +24 +1%
VCM
1049
Vigilant Capital Management
Maine
$288K +$91.5K +654 +43%
MGIA
1050
Moneta Group Investment Advisors
Missouri
$285K -$99.6K -712 -25%
40 41
42
43 44