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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1376
Curi Wealth Management
North Carolina
$217K +$190K +1,080 New
APG
1377
Abacus Planning Group
South Carolina
$217K +$190K +1,078 New
RWP
1378
Ridgecrest Wealth Partners
California
$217K +$190K +1,078 New
AIM
1379
Avity Investment Management
Connecticut
$216K +$189K +1,075 New
C
1380
Certuity
Florida
$216K +$189K +1,075 New
TFF
1381
The Family Firm
Maryland
$216K +$189K +1,074 New
OFS
1382
OneAscent Financial Services
Alabama
$215K +$188K +1,070 New
EWA
1383
EverSource Wealth Advisors
Alabama
$214K – – –
SFG
1384
Sovereign Financial Group
Connecticut
$213K +$186K +1,058 New
HWA
1385
Heartwood Wealth Advisors
Virginia
$212K +$185K +1,054 New
RZH
1386
Relyea Zuckerberg Hanson
Connecticut
$211K +$185K +1,051 New
SWG
1387
Summit Wealth Group
Vermont
$211K -$31.4M -178,687 -99%
EIP
1388
Ellis Investment Partners
Pennsylvania
$211K +$184K +1,047 New
TCBWMS
1389
Texas Capital Bank Wealth Management Services
Texas
$209K +$183K +1,040 New
AIM
1390
Anchor Investment Management
South Carolina
$209K -$26.4K -150 -13%
BMC
1391
Beaton Management Company
Massachusetts
$209K +$183K +1,038 New
FSCM
1392
Front Street Capital Management
Montana
$209K +$183K +1,039 New
FFA
1393
Farther Finance Advisors
California
$209K +$15.5K +88 +9%
VCP
1394
Verus Capital Partners
Arizona
$208K +$182K +1,032 New
NFG
1395
Nadler Financial Group
Illinois
$207K +$181K +1,030 New
FCA
1396
FinTrust Capital Advisors
South Carolina
$207K – – –
CNWM
1397
Clay Northam Wealth Management
California
$207K +$181K +1,028 New
DU
1398
Delphia (USA)
Ontario, Canada
$207K +$181K +1,028 New
LAM
1399
L2 Asset Management
Massachusetts
$207K +$181K +1,028 New
SSWM
1400
Sheets Smith Wealth Management
North Carolina
$206K +$180K +1,022 New
54 55
56
57 58