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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1301
Patriot Financial Group Insurance Agency
Massachusetts
$274K -$8.62K -40 -3%
AWM
1302
Aries Wealth Management
Maine
$274K +$279K +1,293 New
APP
1303
Avantax Planning Partners
Iowa
$273K -$664K -3,079 -71%
FWM
1304
Focused Wealth Management
New York
$273K – – –
SC
1305
Sepio Capital
Utah
$273K – – –
AAP
1306
Arax Advisory Partners
Colorado
$272K +$431 +2 +0.2%
SWA
1307
Sax Wealth Advisors
New Jersey
$272K – – –
LA
1308
Legacy Advisors
Pennsylvania
$272K +$3.67K +17 +1%
MAM
1309
Meeder Asset Management
Ohio
$272K -$8.62K -40 -3%
HP
1310
Hilltop Partners
Indiana
$270K -$3.45K -16 -1%
PCIG
1311
Partners Capital Investment Group
Massachusetts
$270K +$272K +1,264 New
XF
1312
XML Financial
Maryland
$268K -$21.3K -99 -7%
BCM
1313
BluePath Capital Management
Georgia
$267K +$270K +1,251 New
SSW
1314
Stone Summit Wealth
Florida
$267K – – –
WA
1315
Wealth Architects
California
$267K +$4.53K +21 +2%
SIC
1316
Shoker Investment Counsel
Ohio
$267K – – –
TCM
1317
Tufton Capital Management
Maryland
$267K – – –
MIC
1318
Meridian Investment Counsel
California
$267K +$1.73K +8 +0.6%
PCG
1319
Prosperity Consulting Group
Maryland
$267K +$269K +1,250 New
CAWM
1320
Capital Advisors Wealth Management
Washington
$266K – – –
VBCG
1321
Valley Brook Capital Group
Pennsylvania
$266K -$52.8K -245 -16%
IF
1322
Intrua Financial
Texas
$266K -$216 -1 -0.1%
WP
1323
WealthSource Partners
California
$264K – – –
LCM
1324
Logan Capital Management
Pennsylvania
$264K – – –
ANB
1325
Amarillo National Bank
Texas
$262K – – –
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