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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
1726
Stone Summit Wealth
Florida
$393K – – –
B
1727
Bensler
Washington
$392K – – –
TGIA
1728
Torrey Growth & Income Advisors
California
$391K +$380K +1,045 New
WIS
1729
Wright Investors Service
Connecticut
$390K -$21.8K -60 -5%
SFG
1730
Sovereign Financial Group
Connecticut
$390K +$77.5K +213 +26%
PIP
1731
Peachtree Investment Partners
Florida
$388K -$36.7K -101 -9%
PWA
1732
Peterson Wealth Advisors
Utah
$388K +$4.37K +12 +1%
VP
1733
Verum Partners
North Carolina
$388K -$11.6K -32 -3%
S
1734
Sunpointe
Missouri
$387K -$1.05M -2,882 -74%
MHC
1735
May Hill Capital
Massachusetts
$387K -$2.91K -8 -0.8%
CWM
1736
Circle Wealth Management
New Jersey
$387K – – –
WGC
1737
Watts Gwilliam & Co
Arizona
$386K – – –
MSRI
1738
Michael S. Ryan Inc
New York
$386K +$375K +1,031 New
NFG
1739
Nadler Financial Group
Illinois
$385K – – –
TWM
1740
TriaGen Wealth Management
California
$385K – – –
NCTC
1741
New Covenant Trust Company
Indiana
$384K -$11.3K -31 -3%
DOA
1742
D'Orazio & Associates
Virginia
$384K -$2.18K -6 -0.6%
DFP
1743
Defined Financial Planning
California
$383K +$364 +1 +0.1%
OP
1744
ORG Partners
Indiana
$382K +$14.9K +41 +4%
ACC
1745
Acorn Creek Capital
Colorado
$381K +$7.27K +20 +2%
ICP
1746
Impact Capital Partners
Colorado
$379K -$28.7K -79 -7%
CF
1747
Clarity Financial
Texas
$379K – – –
TH
1748
TCTC Holdings
Texas
$379K – – –
CWM
1749
Compass Wealth Management
Connecticut
$378K -$18.2K -50 -5%
GSWA
1750
Good Steward Wealth Advisors
Tennessee
$377K -$46.9K -129 -11%
68 69
70
71 72