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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1801
Symphony Financial
Texas
$374K -$70.2K -198 -15%
SSWM
1802
Strait & Sound Wealth Management
California
$374K – – –
LAS
1803
LWM Advisory Services
Florida
$374K -$4.25K -12 -1%
MTIC
1804
Missouri Trust & Investment Company
Missouri
$373K +$31.9K +90 +8%
GC
1805
Granville Capital
North Carolina
$373K +$415K +1,170 New
PMFA
1806
Plante Moran Financial Advisors
Michigan
$372K +$6.73K +19 +2%
BWM
1807
Birchcreek Wealth Management
Ohio
$371K – – –
LC
1808
Lincoln Capital
Nebraska
$370K – – –
CFM
1809
Catalyst Funds Management
Australia
$369K -$333K -940 -45%
JFG
1810
Juno Financial Group
Virginia
$369K +$411K +1,159 New
AWM
1811
Accel Wealth Management
Iowa
$369K – – –
IF
1812
Intrua Financial
Texas
$369K +$19.5K +55 +5%
SHWA
1813
Safe Harbor Wealth Advisors
Ohio
$368K +$335K +944 New
XF
1814
XML Financial
Maryland
$368K +$113K +320 +38%
PPWM
1815
Paragon Private Wealth Management
Kentucky
$368K -$129K -363 -24%
BCM
1816
Boltwood Capital Management
California
$368K +$29.1K +82 +8%
FM
1817
Family Management
New York
$367K -$28K -79 -6%
WFA
1818
Wellspring Financial Advisors
Ohio
$367K +$408K +1,151 New
OCM
1819
Objective Capital Management
Ohio
$366K -$8.86K -25 -2%
SCM
1820
SCS Capital Management
Massachusetts
$366K +$162K +456 +66%
CG
1821
Clifford Group
Massachusetts
$366K – – –
OL
1822
OneFund LLC
Florida
$365K +$22.7K +64 +6%
LWM
1823
Lyell Wealth Management
California
$365K +$52.8K +149 +15%
KFA
1824
Kelleher Financial Advisors
New York
$363K +$2.13K +6 +0.5%
FCM
1825
Fortis Capital Management
Washington
$361K +$128K +360 +47%
71 72
73
74 75