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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1451
Wakefield Asset Management
Colorado
$699K +$10.2K +28 +2%
MWS
1452
MFA Wealth Services
California
$696K +$56.7K +156 +9%
CC
1453
Courier Capital
New York
$695K – – –
ST
1454
Spinnaker Trust
Maine
$693K – – –
CRI
1455
Colonial River Investments
Virginia
$693K -$26.2K -72 -4%
LIA
1456
LBMC Investment Advisors
Tennessee
$693K +$673K +1,851 New
UB
1457
Umpqua Bank
Oregon
$692K -$5.46K -15 -0.8%
LAM
1458
L2 Asset Management
Massachusetts
$687K +$30.2K +83 +5%
SCG
1459
Sonata Capital Group
Washington
$687K – – –
LWP
1460
LeClair Wealth Partners
Ohio
$683K +$138K +380 +26%
SFP
1461
Shepherd Financial Partners
Massachusetts
$683K +$2.18K +6 +0.3%
MCM
1462
Manchester Capital Management
Vermont
$681K -$414K -1,139 -39%
SDWMA
1463
Schneider Downs Wealth Management Advisors
Pennsylvania
$679K -$1.37M -3,754 -67%
JSA
1464
Jacobson & Schmitt Advisors
Wisconsin
$678K – – –
AW
1465
Alteri Wealth
California
$676K -$114K -314 -15%
TPW
1466
Transatlantique Private Wealth
New York
$676K -$105K -288 -14%
AA
1467
Armis Advisers
Georgia
$675K +$24.4K +67 +4%
SMH
1468
Sanders Morris Harris
Texas
$674K -$109K -300 -14%
VWA
1469
Visionary Wealth Advisors
Illinois
$672K +$2.55K +7 +0.4%
WMA
1470
Wealth Management Associates
New Jersey
$668K +$364 +1 +0.1%
CFG
1471
Carr Financial Group
Massachusetts
$667K +$4.73K +13 +0.7%
BOH
1472
Bank of Hawaii
Hawaii
$666K -$244K -671 -27%
IAS
1473
Integrity Advisory Solutions
Texas
$666K +$647K +1,779 New
M1FG
1474
Mach-1 Financial Group
Arkansas
$666K +$647K +1,779 New
AO
1475
Advisor OS
Illinois
$662K +$200K +550 +45%
57 58
59
60 61