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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1576
Apella Capital
Connecticut
$387K +$425K +1,364 New
5W
1577
5T Wealth
California
$385K +$311 +1 +0.1%
CT
1578
Caldwell Trust
Florida
$384K – – –
MWM
1579
Mindset Wealth Management
Indiana
$384K +$100K +322 +30%
HWM
1580
HFR Wealth Management
New York
$383K – – –
PL
1581
Plancorp LLC
Missouri
$383K -$34.6K -111 -7%
DDC
1582
DF Dent & Co
Maryland
$382K – – –
PSCM
1583
Per Stirling Capital Management
Texas
$381K -$1.25K -4 -0.3%
RCM
1584
RB Capital Management
Nevada
$381K -$7.78K -25 -2%
AWAG
1585
ARS Wealth Advisors Group
Florida
$380K -$7.78K -25 -2%
TA
1586
Townsend & Associates
Colorado
$380K – – –
HFM
1587
Harvest Fund Management
China
$380K -$1.24M -3,982 -74%
DFG
1588
Delta Financial Group
New Jersey
$379K +$63.2K +203 +19%
TNAM
1589
Terra Nova Asset Management
New York
$379K -$70.1K -225 -14%
VCM
1590
Versant Capital Management
Arizona
$378K +$235K +754 +119%
AWM
1591
Accel Wealth Management
Iowa
$377K -$3.11K -10 -0.7%
WA
1592
Wealth Architects
California
$376K +$24.6K +79 +6%
AWA
1593
Arbor Wealth Advisors
Michigan
$375K +$4.67K +15 +1%
PI
1594
PGGM Investments
Netherlands
$371K -$293K -941 -41%
AFS
1595
Anderson Financial Strategies
Ohio
$370K +$20.2K +65 +5%
CA
1596
Calton & Associates
Florida
$369K +$183K +587 +76%
RIG
1597
RiverFront Investment Group
Virginia
$369K -$33.3K -107 -7%
GIM
1598
Generali Investments Management
Slovenia
$368K +$422K +1,355 New
TW
1599
Transform Wealth
Colorado
$368K -$53.2K -171 -11%
ICP
1600
Impact Capital Partners
Colorado
$368K -$125K -403 -23%
62 63
64
65 66