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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1401
Aureus Asset Management
Massachusetts
$829K -$12.5K -35 -1%
CPSC
1402
Carl P. Sherr & Co
Massachusetts
$829K -$18.1K -51 -2%
AWM
1403
Accurate Wealth Management
Florida
$826K +$4.27K +12 +0.6%
PWP
1404
Ponta Wealth Partners
Florida
$823K +$28.1K +79 +4%
KCM
1405
Kathmere Capital Management
Pennsylvania
$823K +$323K +909 +65%
PL
1406
Plancorp LLC
Missouri
$821K +$61.2K +172 +9%
SI
1407
Scharf Investments
California
$821K -$306K -861 -27%
RIM
1408
RW Investment Management
Idaho
$819K +$815K +2,291 New
TA
1409
TCM Advisors
West Virginia
$819K – – –
AMPWP
1410
Alvarez & Marsal Private Wealth Partners
Florida
$819K +$432K +1,213 +113%
VCA
1411
Verdence Capital Advisors
Maryland
$819K +$25.3K +71 +3%
WPW
1412
Waldron Private Wealth
Pennsylvania
$818K +$77.9K +219 +11%
RDWM
1413
Red Door Wealth Management
Tennessee
$818K +$131K +368 +19%
PCS
1414
Personal CFO Solutions
New Jersey
$815K +$16K +45 +2%
CT
1415
Chicago Trust
Illinois
$813K -$49.5K -139 -6%
GDP
1416
Great Diamond Partners
Maine
$811K -$3.21M -9,025 -80%
CWA
1417
Crux Wealth Advisors
California
$810K -$22.1K -62 -3%
AA
1418
Armis Advisers
Georgia
$809K +$79K +222 +13%
WI
1419
Wedgewood Investors
Pennsylvania
$808K -$6.41K -18 -0.8%
VCM
1420
Versant Capital Management
Arizona
$808K +$126K +355 +19%
CAC
1421
Core Alternative Capital
Georgia
$806K +$15.3K +43 +2%
TCM
1422
Twin Capital Management
Pennsylvania
$806K -$3.33M -9,367 -81%
ACM
1423
AUA Capital Management
Pennsylvania
$805K – – –
GEA
1424
Glen Eagle Advisors
New Jersey
$804K +$786K +2,209 +5,664%
HNWAG
1425
High Net Worth Advisory Group
Florida
$801K +$13.9K +39 +2%
55 56
57
58 59