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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1676
Quadrant Private Wealth Management
Pennsylvania
$380K +$98.6K +281 +33%
PMFA
1677
Plante Moran Financial Advisors
Michigan
$380K +$29.8K +85 +8%
CFS
1678
Commonwealth Financial Services
West Virginia
$379K +$40.4K +115 +11%
CF
1679
Clarity Financial
Texas
$378K -$69.1K -197 -15%
CS
1680
Cannell & Spears
New York
$377K +$1.4K +4 +0.4%
C
1681
Certuity
Florida
$376K -$3.05M -8,700 -88%
CG
1682
Clifford Group
Massachusetts
$375K – – –
PWM
1683
Penobscot Wealth Management
Maine
$375K -$24.6K -70 -6%
FAFN
1684
First Affirmative Financial Network
Colorado
$375K -$103K -294 -21%
CWA
1685
Canvas Wealth Advisors
Kansas
$375K +$15.1K +43 +4%
FFG
1686
Fiduciary Financial Group
California
$374K +$9.48K +27 +3%
SSWM
1687
Strait & Sound Wealth Management
California
$373K -$30.2K -86 -7%
SCM
1688
Schnieders Capital Management
California
$371K – – –
FFA
1689
Fragasso Financial Advisors
Pennsylvania
$370K +$4.91K +14 +1%
GSWM
1690
Golden State Wealth Management
California
$369K +$391K +1,113 New
APG
1691
Abacus Planning Group
South Carolina
$369K +$1.4K +4 +0.4%
AIFAIM
1692
American Institute for Advanced Investment Management
Arizona
$368K -$84.9K -242 -18%
RT
1693
Rockland Trust
Massachusetts
$368K +$389K +1,109 New
SWP
1694
Strategic Wealth Partners
Ohio
$368K +$58.6K +167 +16%
LWM
1695
Lyell Wealth Management
California
$367K – – –
RFS
1696
Retirement Financial Solutions
Tennessee
$366K +$1.05K +3 +0.3%
HWA
1697
Heartwood Wealth Advisors
Virginia
$365K – – –
OL
1698
Optas LLC
Texas
$365K +$702 +2 +0.2%
HKIM
1699
Hayek Kallen Investment Management
Alabama
$364K – – –
PTC
1700
Philadelphia Trust Company
Pennsylvania
$363K -$578K -1,646 -60%
66 67
68
69 70