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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1651
VSM Wealth Advisory
Maryland
$415K – – –
BWM
1652
BigSur Wealth Management
Florida
$413K +$11.4K +37 +3%
MCCA
1653
Mill Creek Capital Advisors
Pennsylvania
$413K -$4.93K -16 -1%
MSE
1654
MUFG Securities EMEA
United Kingdom
$413K +$356K +1,156 New
TC
1655
TownSquare Capital
Utah
$412K -$3.6M -11,680 -91%
MA
1656
MJP Associates
Connecticut
$411K +$18.5K +60 +5%
CG
1657
Clifford Group
Massachusetts
$410K – – –
SSWM
1658
Sheets Smith Wealth Management
North Carolina
$409K +$33K +107 +10%
NIA
1659
NIA Impact Advisors
California
$407K -$924 -3 -0.3%
PIP
1660
Peachtree Investment Partners
Florida
$407K -$154K -500 -31%
LWM
1661
Lakeridge Wealth Management
Ohio
$406K -$12.3K -40 -3%
GSWA
1662
Good Steward Wealth Advisors
Tennessee
$406K -$36K -117 -9%
RL
1663
Retireful LLC
Michigan
$405K +$349K +1,134 New
CS
1664
Cannell & Spears
New York
$404K -$924 -3 -0.3%
AIM
1665
Anchor Investment Management
South Carolina
$402K -$67.8K -220 -16%
UCB
1666
United Community Bank
South Carolina
$402K +$37K +120 +12%
BW
1667
BIP Wealth
Georgia
$400K +$20K +65 +6%
WP
1668
Westmount Partners
California
$399K +$45.6K +148 +15%
CCFCSB
1669
Cape Cod Five Cents Savings Bank
Massachusetts
$399K – – –
PMFA
1670
Plante Moran Financial Advisors
Michigan
$398K +$16.9K +55 +5%
CIAS
1671
CFS Investment Advisory Services
New Jersey
$396K +$104K +337 +44%
PAG
1672
Paladin Advisory Group
Iowa
$396K +$4.93K +16 +1%
LPFG
1673
Landing Point Financial Group
Ohio
$395K +$616 +2 +0.2%
WIS
1674
Wright Investors Service
Connecticut
$394K -$14.2K -46 -4%
RB
1675
Renasant Bank
Mississippi
$393K -$799K -2,595 -70%
65 66
67
68 69