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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1026
Richwood Investment Advisors
Ohio
$801K -$6.62K -30 -0.9%
ITIM
1027
Indiana Trust & Investment Management
Indiana
$800K – – –
FW
1028
FirstPurpose Wealth
Utah
$797K – – –
AWM
1029
Axxcess Wealth Management
California
$784K +$68.2K +309 +10%
MA
1030
Montag & Associates
Georgia
$782K +$44.1K +200 +7%
SMA
1031
Sage Mountain Advisors
Georgia
$780K +$23.4K +106 +3%
CP
1032
Covenant Partners
Tennessee
$773K – – –
DCM
1033
Dimension Capital Management
Florida
$771K +$707K +3,203 New
NC
1034
Napatree Capital
Rhode Island
$771K +$707K +3,202 New
CRC
1035
Curi RMB Capital
Illinois
$769K +$16.3K +74 +2%
WIA
1036
Wetzel Investment Advisors
Indiana
$768K +$704K +3,188 New
WAP
1037
Wealthcare Advisory Partners
Pennsylvania
$768K +$392K +1,777 +126%
PAMG
1038
Patton Albertson Miller Group
Tennessee
$767K -$10.8K -49 -2%
GSB
1039
Greenfield Savings Bank
Massachusetts
$764K -$3.53K -16 -0.5%
WPC
1040
Waters Parkerson & Co
Louisiana
$763K – – –
BC
1041
Bridgefront Capital
Texas
$759K -$1.32K -6 -0.2%
LWM
1042
Laidlaw Wealth Management
New York
$756K +$1.99K +9 +0.3%
MFA
1043
Mayflower Financial Advisors
Massachusetts
$756K +$51.7K +234 +8%
GIA
1044
Guyasuta Investment Advisors
Pennsylvania
$753K – – –
LSA
1045
Lion Street Advisors
Texas
$752K -$509K -2,305 -42%
DI
1046
Diligent Investors
California
$747K -$48.6K -220 -7%
CA
1047
Carson Advisory
Georgia
$746K -$46.6K -211 -6%
PIM
1048
Penobscot Investment Management
Massachusetts
$745K +$25.4K +115 +4%
SFG
1049
SevenBridge Financial Group
Pennsylvania
$731K -$12.4K -56 -2%
PWM
1050
Palumbo Wealth Management
New York
$730K -$4.63K -21 -0.7%
40 41
42
43 44