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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
1301
Park Edge Advisors
Ohio
$698K +$65.1K +209 +9%
HIC
1302
Hartline Investment Corp
Illinois
$696K +$798K +2,562 New
CM
1303
Cercano Management
Washington
$693K – – –
IIC
1304
Integrated Investment Consultants
Michigan
$693K +$793K +2,548 New
PCG
1305
Prosperity Consulting Group
Maryland
$692K +$58.8K +189 +8%
LFA
1306
Legacy Financial Advisors
Kentucky
$691K +$9.34K +30 +1%
RFA
1307
Register Financial Advisors
Georgia
$691K +$311 +1 +0%
SAM
1308
Sompo Asset Management
Japan
$690K +$52.9K +170 +7%
TCM
1309
Thoma Capital Management
Maryland
$688K +$23K +74 +3%
CI
1310
CX Institutional
Indiana
$688K -$11.8K -38 -1%
LA
1311
Legacy Advisors
Pennsylvania
$688K +$48K +154 +6%
JWA
1312
JFS Wealth Advisors
Pennsylvania
$687K -$54.2K -174 -6%
SL
1313
SWMG LLC
Texas
$685K -$7.16K -23 -1%
BC
1314
Belmont Capital
California
$683K +$783K +2,514 New
WFC
1315
Western Financial Corp
California
$680K -$31.1K -100 -4%
GCC
1316
Game Creek Capital
Massachusetts
$680K +$778K +2,500 New
JWM
1317
JPL Wealth Management
Colorado
$678K +$8.1K +26 +1%
CSPIA
1318
Cary Street Partners Investment Advisory
Virginia
$674K +$64.5K +207 +9%
OFS
1319
OneAscent Financial Services
Alabama
$671K -$185K -595 -20%
PW
1320
PUREfi Wealth
Massachusetts
$667K +$362K +1,162 +90%
MA
1321
MONECO Advisors
Connecticut
$665K -$25.8K -83 -3%
EWA
1322
EverSource Wealth Advisors
Alabama
$665K +$121K +390 +19%
TWP
1323
Triad Wealth Partners
Kansas
$664K +$36.7K +118 +5%
DWA
1324
Douglass Winthrop Advisors
New York
$663K -$179K -575 -19%
CG
1325
Cynosure Group
Utah
$662K +$203K +652 +37%
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