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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1451
1858 Wealth Management
Ohio
$600K -$73.7K -210 -10%
EWP
1452
Elevation Wealth Partners
California
$598K – – –
AFP
1453
Ausdal Financial Partners
Iowa
$596K +$137K +390 +28%
WT
1454
Washington Trust
Rhode Island
$592K -$1.75K -5 -0.3%
CG
1455
Cynosure Group
Utah
$592K -$227K -646 -27%
CC
1456
Courier Capital
New York
$589K +$5.26K +15 +0.9%
PCS
1457
Personal CFO Solutions
New Jersey
$589K +$22.5K +64 +4%
CFG
1458
Carr Financial Group
Massachusetts
$587K – – –
KP
1459
Keel Point
Alabama
$585K -$57.9K -165 -9%
CAM
1460
Columbia Asset Management
Michigan
$582K – – –
CP
1461
Clarendon Private
Massachusetts
$582K +$616K +1,755 New
ICP
1462
Impact Capital Partners
Colorado
$582K +$616K +1,755 New
FI
1463
Fractal Investments
Connecticut
$581K +$333K +950 +119%
BWM
1464
Birchcreek Wealth Management
Ohio
$580K +$613K +1,748 New
SFP
1465
Shepherd Financial Partners
Massachusetts
$577K -$2.81K -8 -0.5%
TSW
1466
Three Seasons Wealth
Utah
$576K – – –
WCG
1467
Weaver Consulting Group
California
$574K – – –
MKC
1468
M. Kraus & Co
Vermont
$574K +$355K +1,012 +141%
HWA
1469
HCR Wealth Advisors
California
$572K +$92K +262 +18%
GA
1470
Geller Advisors
New York
$571K -$345K -984 -36%
EW
1471
Elyxium Wealth
California
$570K -$356K -1,014 -37%
BSB
1472
Bangor Savings Bank
Maine
$570K -$7.72K -22 -1%
CAG
1473
Csenge Advisory Group
Florida
$568K -$69.8K -199 -10%
TA
1474
TrueWealth Advisors
Alabama
$567K -$20.4K -58 -3%
FDW
1475
Fourth Dimension Wealth
Ohio
$566K +$599K +1,706 New
57 58
59
60 61