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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1476
Genesee Capital Advisors
New York
$566K -$12.6K -36 -2%
IA
1477
Insight Advisors
Pennsylvania
$563K – – –
DWM
1478
Dogwood Wealth Management
Kansas
$562K +$594K +1,693 New
RIA
1479
Realta Investment Advisors
Delaware
$561K +$575K +1,638 New
SFS
1480
Summit Financial Strategies
Ohio
$561K -$49.1K -140 -8%
AIM
1481
Alhambra Investment Management
Florida
$561K – – –
NSAM
1482
North Star Asset Management
Wisconsin
$560K – – –
DP
1483
DDD Partners
Washington
$558K +$4.21K +12 +0.7%
TWM
1484
Trueblood Wealth Management
Ohio
$558K +$54.8K +156 +10%
BWP
1485
Balboa Wealth Partners
Arizona
$556K -$78.6K -224 -12%
PAS
1486
PKS Advisory Services
New York
$556K +$587K +1,673 New
RA
1487
Rise Advisors
New York
$553K -$24.9K -71 -4%
CFO
1488
CVA Family Office
Colorado
$551K +$31.6K +90 +6%
NFC
1489
Northstar Financial Companies
Pennsylvania
$548K +$580K +1,652 New
IP
1490
Isthmus Partners
Wisconsin
$546K +$577K +1,644 New
LCM
1491
LVM Capital Management
Michigan
$545K +$14.4K +41 +3%
FMTC
1492
Farmers & Merchants Trust Company
California
$544K +$11.2K +32 +2%
FFN
1493
Focus Financial Network
Minnesota
$544K -$196K -559 -25%
FPW
1494
Fairvoy Private Wealth
Alabama
$543K +$574K +1,635 New
PFA
1495
Pathway Financial Advisors
Vermont
$542K +$19.7K +56 +4%
SIM
1496
Sentry Investment Management
Wisconsin
$541K -$93K -265 -14%
RDWM
1497
Red Door Wealth Management
Tennessee
$540K +$16.1K +46 +3%
DAS
1498
Diversify Advisory Services
Utah
$539K +$172K +491 +45%
DCM
1499
Dudley Capital Management
Virginia
$539K – – –
KFI
1500
Key Financial Inc
Pennsylvania
$538K +$220K +628 +63%
58 59
60
61 62