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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1101
Logan Capital Management
Pennsylvania
$205K – – –
OC
1102
Oakworth Capital
Alabama
$205K +$41.1K +285 +26%
RPC
1103
Rossmore Private Capital
Connecticut
$203K +$197K +1,370 New
HHGA
1104
Halbert Hargrove Global Advisors
California
$203K +$198K +1,371 New
CIP
1105
Convergence Investment Partners
Florida
$202K +$197K +1,365 New
MIC
1106
Meridian Investment Counsel
California
$202K +$197K +1,365 New
QPWM
1107
Quadrant Private Wealth Management
Pennsylvania
$201K +$196K +1,357 New
WPP
1108
Whalerock Point Partners
Rhode Island
$200K +$195K +1,350 New
ERWM
1109
Elk River Wealth Management
Colorado
$200K +$195K +1,350 New
CFO
1110
CVA Family Office
Colorado
$194K +$25.9K +180 +16%
PCM
1111
Penserra Capital Management
California
$192K +$41.1K +285 +28%
CSPIA
1112
Cary Street Partners Investment Advisory
Virginia
$192K +$169K +1,175 +979%
GWSG
1113
GPS Wealth Strategies Group
Colorado
$190K – – –
HDIM
1114
Hanson & Doremus Investment Management
Vermont
$188K +$54.6K +379 +26%
CLOS
1115
Compagnie Lombard Odier SCmA
Switzerland
$184K – – –
VCM
1116
Vigilant Capital Management
Maine
$182K -$17.3K -120 -9%
FCA
1117
FinTrust Capital Advisors
South Carolina
$181K – – –
FWM
1118
Focused Wealth Management
New York
$178K – – –
IBOK
1119
Independence Bank of Kentucky
Kentucky
$174K – – –
PWMG
1120
Prestige Wealth Management Group
New Jersey
$172K +$57.5K +399 +52%
CT
1121
Caldwell Trust
Florida
$171K +$2.59K +18 +2%
AWA
1122
Arkadios Wealth Advisors
Georgia
$167K +$2.16K +15 +1%
RFA
1123
Reilly Financial Advisors
California
$164K +$9.08K +63 +6%
SBL
1124
Sargent Bickham Lagudis
Colorado
$163K -$9.8K -68 -6%
SCM
1125
Silvant Capital Management
Georgia
$160K – – –
43 44
45
46 47