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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1601
Sugarloaf Wealth Management
Georgia
$7.04K – – –
TFA
1602
Transamerica Financial Advisors
Florida
$7K -$304K -1,731 -98%
MAWCM
1603
Mine & Arao Wealth Creation & Management
California
$6.84K – – –
AP
1604
Atwood & Palmer
Missouri
$6.03K – – –
TCM
1605
Tradewinds Capital Management
Washington
$6.03K +$5.28K +30 New
CT
1606
Clearstead Trust
Maine
$6K -$704 -4 -10%
RI
1607
Ridgewood Investments
New Jersey
$5.23K – – –
AWM
1608
Atticus Wealth Management
Florida
$5.03K – – –
OLVIG
1609
Oliver Lagore Vanvalin Investment Group
Michigan
$4.63K -$11.3K -64 -74%
LWCFA
1610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.02K +$1.23K +7 +54%
GFPC
1611
Global Financial Private Client
Florida
$4.01K -$9.15K -52 -72%
AW
1612
Avion Wealth
Texas
$4K +$3.34K +19 +380%
TCA
1613
Trifecta Capital Advisors
Illinois
$3.62K – – –
NL
1614
NVWM LLC
Pennsylvania
$3.22K +$2.81K +16 New
FGAM
1615
Financial Gravity Asset Management
Texas
$2.65K +$5.28K +30 +18%
IPW
1616
Impact Partnership Wealth
Georgia
$2.41K +$2.11K +12 New
FCB
1617
First Command Bank
Texas
$2.21K +$1.94K +11 New
FCFS
1618
First Command Financial Services
Texas
$2.21K +$1.94K +11 New
LIM
1619
Longfellow Investment Management
Massachusetts
$2.01K – – –
PVH
1620
Psagot Value Holdings
Israel
$2K +$1.94K +11 New
TWD
1621
True Wealth Design
Ohio
$805 – – –
RG
1622
Retirement Group
California
$603 – – –
TWP
1623
TFO Wealth Partners
Ohio
$603 – – –
JMPWA
1624
JP Morgan Private Wealth Advisors
California
– -$373M -2,176,989 Closed
FMI
1625
Factory Mutual Insurance
Massachusetts
– -$51.4M -299,719 Closed
63 64
65
66 67