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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1501
SS&H Financial Advisors
Michigan
$443K – – –
CF
1502
Clarity Financial
Texas
$442K +$408K +1,335 New
TWM
1503
TCFG Wealth Management
California
$441K +$407K +1,331 New
WA
1504
Wealth Architects
California
$440K +$4.89K +16 +1%
HFP
1505
Holistic Financial Partners
Indiana
$438K +$4.58K +15 +1%
HWM
1506
HFR Wealth Management
New York
$437K – – –
FTIS
1507
First Trust Investment Solutions
Florida
$436K -$355K -1,163 -47%
MCM
1508
McRae Capital Management
New Jersey
$436K +$4.28K +14 +1%
AI
1509
AXS Investments
New York
$435K -$226K -741 -36%
EI
1510
Ellevest Inc
New York
$434K +$34.5K +113 +9%
AWAG
1511
ARS Wealth Advisors Group
Florida
$434K -$20.2K -66 -5%
EFM
1512
E Fund Management
China
$432K -$413K -1,352 -51%
PFP
1513
Paragon Financial Partners
California
$432K +$917 +3 +0.2%
SNB
1514
Security National Bank
Nebraska
$431K – – –
MIC
1515
Meridian Investment Counsel
California
$431K +$15.3K +50 +4%
PA
1516
Probity Advisors
Texas
$430K +$2.14K +7 +0.5%
JF
1517
Joule Financial
Kentucky
$428K -$93.8K -307 -19%
DC
1518
Diametric Capital
Massachusetts
$427K -$64.5K -211 -14%
AFG
1519
Argent Financial Group
Louisiana
$427K +$393K +1,287 New
VBCG
1520
Valley Brook Capital Group
Pennsylvania
$426K – – –
BW
1521
BIP Wealth
Georgia
$424K +$136K +446 +53%
LAS
1522
Legacy Advisory Services
Pennsylvania
$424K – – –
FFA
1523
Fortune Financial Advisors
Kansas
$424K -$6.11K -20 -2%
FWM
1524
Focused Wealth Management
New York
$424K – – –
BFA
1525
Beaumont Financial Advisors
Massachusetts
$422K +$5.19K +17 +1%
59 60
61
62 63