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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1126
Summit Financial Strategies
Ohio
$287K -$238K -1,554 -46%
GHAM
1127
Gilman Hill Asset Management
Connecticut
$286K +$43.8K +286 +19%
VWA
1128
Visionary Wealth Advisors
Illinois
$286K -$1.07K -7 -0.4%
TA
1129
Townsend & Associates
Colorado
$284K +$25K +163 +11%
AAP
1130
Arax Advisory Partners
Colorado
$284K +$613 +4 +0.2%
WT
1131
Washington Trust
Rhode Island
$283K -$27.1K -177 -9%
LFA
1132
Landmark Financial Advisors
Kentucky
$283K – – –
RFA
1133
Register Financial Advisors
Georgia
$280K +$273K +1,783 New
PCS
1134
Personal CFO Solutions
New Jersey
$278K +$14K +91 +5%
TFA
1135
Transamerica Financial Advisors
Florida
$278K +$14K +91 +5%
NIA
1136
NIA Impact Advisors
California
$276K +$17.3K +113 +7%
PPWM
1137
Paragon Private Wealth Management
Kentucky
$276K – – –
AIA
1138
Angeles Investment Advisors
California
$276K +$269K +1,757 New
QI
1139
Qtron Investments
Massachusetts
$275K +$269K +1,754 New
GIA
1140
Gladstone Institutional Advisory
Florida
$275K +$9.35K +61 +4%
BOM
1141
Bank of Marin
California
$275K – – –
BWM
1142
Baron Wealth Management
Michigan
$272K +$266K +1,735 New
YWP
1143
YorkBridge Wealth Partners
New York
$271K -$12.7K -83 -5%
NSAM
1144
North Star Asset Management
Wisconsin
$271K -$3.41M -22,244 -93%
NFG
1145
Nations Financial Group
Iowa
$270K +$264K +1,720 New
CI
1146
CX Institutional
Indiana
$269K +$263K +1,715 New
IA
1147
Insight Advisors
Pennsylvania
$269K -$32.3K -211 -11%
EWM
1148
Evercore Wealth Management
New York
$269K +$262K +1,711 New
FWP
1149
Firethorn Wealth Partners
Georgia
$268K +$613 +4 +0.2%
HIA
1150
Harbor Investment Advisory
Maryland
$268K +$1.69K +11 +0.6%
44 45
46
47 48