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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
1901
Partners Capital Investment Group
Massachusetts
$312K +$347K +978 New
PIP
1902
Peachtree Investment Partners
Florida
$310K -$23K -65 -6%
FWM
1903
Forza Wealth Management
Florida
$310K – – –
CCG
1904
Catalina Capital Group
California
$309K -$2.83K -8 -0.8%
MSFS
1905
Main Street Financial Solutions
Pennsylvania
$309K +$344K +970 New
BL
1906
Balentine LLC
Georgia
$308K +$79.7K +225 +30%
LC
1907
Landaas & Company
Wisconsin
$308K +$342K +966 New
PWG
1908
Portside Wealth Group
Utah
$307K -$1.06K -3 -0.3%
SFG
1909
Sovereign Financial Group
Connecticut
$307K -$28.7K -81 -8%
BA
1910
Bellwether Advisors
Nebraska
$306K +$341K +961 New
PA
1911
Probity Advisors
Texas
$306K -$7.8K -22 -2%
CPWA
1912
Cerro Pacific Wealth Advisors
California
$305K +$32.2K +91 +10%
RWP
1913
Revolve Wealth Partners
New Jersey
$305K -$11.7K -33 -3%
CPW
1914
Cove Private Wealth
New York
$304K – – –
NHC
1915
Nicholas Hoffman & Company
Georgia
$304K -$106K -300 -24%
HR
1916
Howe & Rusling
New York
$303K -$10.6K -30 -3%
IWP
1917
Invenio Wealth Partners
Florida
$303K – – –
TDC
1918
Thompson Davis & Co
Virginia
$303K – – –
RW
1919
Rede Wealth
Virginia
$303K +$337K +950 New
JF
1920
Joule Financial
Kentucky
$302K +$5.32K +15 +2%
PPC
1921
Park Place Capital
Alabama
$302K +$17K +48 +5%
MBWA
1922
Marin Bay Wealth Advisors
California
$302K +$336K +948 New
LWM
1923
Lakeridge Wealth Management
Ohio
$301K +$8.15K +23 +2%
SWMG
1924
Sanchez Wealth Management Group
Florida
$300K +$1.06K +3 +0.3%
BWM
1925
BKM Wealth Management
Wisconsin
$300K – – –
75 76
77
78 79