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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1701
Golden State Equity Partners
California
$377K -$5.85K -19 -2%
HWA
1702
Heartwood Wealth Advisors
Virginia
$376K – – –
BMC
1703
Beaton Management Company
Massachusetts
$376K – – –
SSW
1704
Stone Summit Wealth
Florida
$375K – – –
B
1705
Bensler
Washington
$374K +$308 +1 +0.1%
LCWP
1706
Legacy Capital Wealth Partners
Arkansas
$374K -$24.3K -79 -7%
NCTC
1707
New Covenant Trust Company
Indiana
$373K -$1.23K -4 -0.4%
OL
1708
OneFund LLC
Florida
$373K -$2.77K -9 -0.9%
GWP
1709
Gateway Wealth Partners
Wisconsin
$373K -$75.1K -244 -19%
MHC
1710
May Hill Capital
Massachusetts
$372K +$29.9K +97 +10%
ICP
1711
Interchange Capital Partners
Pennsylvania
$372K +$7.08K +23 +2%
QPWM
1712
Quadrant Private Wealth Management
Pennsylvania
$372K +$50.2K +163 +19%
HWP
1713
Hibernia Wealth Partners
Louisiana
$370K +$319K +1,037 New
PWA
1714
Peterson Wealth Advisors
Utah
$369K – – –
CWM
1715
Circle Wealth Management
New Jersey
$369K -$4K -13 -1%
DOA
1716
D'Orazio & Associates
Virginia
$368K +$5.54K +18 +2%
BIG
1717
Brookwood Investment Group
Arizona
$368K -$595K -1,931 -65%
NFG
1718
Nadler Financial Group
Illinois
$368K – – –
DFP
1719
Defined Financial Planning
California
$368K +$1.85K +6 +0.6%
PIA
1720
Panoramic Investment Advisors
Colorado
$367K – – –
TWM
1721
TriaGen Wealth Management
California
$367K – – –
NPT
1722
National Philanthropic Trust
Pennsylvania
$366K +$4K +13 +1%
BCM
1723
Boltwood Capital Management
California
$364K +$23.4K +76 +8%
SIAG
1724
Safeguard Investment Advisory Group
California
$364K -$40.3K -131 -11%
CAS
1725
CTC Alternative Strategies
Illinois
$364K +$314K +1,020 New
67 68
69
70 71