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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1951
Weatherly Asset Management
California
$243K +$210K +682 New
DPI
1952
Diversified Portfolios Inc
Michigan
$243K +$210K +681 New
BGAI
1953
Bruce G. Allen Investments
Colorado
$243K +$6.47K +21 +3%
AL
1954
Aspiriant LLC
California
$242K -$37.3K -121 -15%
PCA
1955
Peddock Capital Advisors
Massachusetts
$242K +$209K +678 New
CCG
1956
Chatham Capital Group
Georgia
$242K +$208K +677 New
SM
1957
Sweeney & Michel
California
$242K +$206K +670 New
IC
1958
Inscription Capital
Texas
$241K +$208K +676 New
PWP
1959
Perfromance Wealth Partners
Illinois
$241K -$49.3K -160 -19%
PGWM
1960
Pitti Group Wealth Management
New York
$241K +$208K +675 New
MSWM
1961
Mowery & Schoenfeld Wealth Management
Illinois
$241K – – –
AG
1962
Advocate Group
Minnesota
$241K +$208K +674 New
GSIAS
1963
Garden State Investment Advisory Services
New Jersey
$240K +$207K +673 New
XWM
1964
Xcel Wealth Management
Florida
$240K +$207K +671 New
NCM
1965
Novare Capital Management
North Carolina
$239K +$206K +670 New
TBWA
1966
Three Bridge Wealth Advisors
California
$239K +$206K +670 New
KG
1967
Kilter Group
New York
$238K +$206K +668 New
QFA
1968
Quantum Financial Advisors
California
$238K +$206K +668 New
SWGC
1969
Summit Wealth Group (Colorado)
Colorado
$238K +$206K +668 New
FCFC
1970
First Citizens Financial Corp
Iowa
$238K +$205K +667 New
AFA
1971
Allium Financial Advisors
Oregon
$238K +$205K +666 New
BFS
1972
Burkett Financial Services
South Carolina
$237K -$10.8K -35 -5%
BWP
1973
BSW Wealth Partners
Colorado
$237K +$204K +664 New
FFM
1974
Flagstone Financial Management
Nebraska
$237K +$204K +664 New
GB
1975
Goepper Burkhardt
South Carolina
$237K +$204K +664 New
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79
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