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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2001
Crown Wealth Group
North Carolina
$363K +$1.21K +3 +0.4%
WFI
2002
West Family Investments
California
$363K +$16.5K +41 +5%
WKWM
2003
Walter & Keenan Wealth Management
Indiana
$363K +$4.03K +10 +1%
3IP
2004
3Chopt Investment Partners
Virginia
$363K +$79.8K +198 +30%
XF
2005
XML Financial
Maryland
$362K +$2.02K +5 +0.6%
RCM
2006
Radnor Capital Management
Pennsylvania
$360K – – –
WA
2007
Westfuller Advisors
New York
$359K -$807 -2 -0.2%
CWA
2008
Cascade Wealth Advisors
Washington
$358K – – –
MAM
2009
McLean Asset Management
Virginia
$357K +$30.6K +76 +10%
QFW
2010
QTR Family Wealth
Florida
$357K +$6.05K +15 +2%
SWA
2011
Strategies Wealth Advisors
Michigan
$356K -$58.5K -145 -15%
TPW
2012
TL Private Wealth
Texas
$356K – – –
BAM
2013
BOS Asset Management
Illinois
$356K – – –
TFM
2014
TFC Financial Management
Massachusetts
$355K +$106K +263 +46%
VAG
2015
VisionPoint Advisory Group
Texas
$355K +$44K +109 +15%
LOAMU
2016
Lombard Odier Asset Management (USA)
New York
$355K +$336K +834 New
MBWA
2017
Marin Bay Wealth Advisors
California
$355K – – –
FCIM
2018
Fairview Capital Investment Management
California
$355K +$50.4K +125 +18%
SRC
2019
Sage Rhino Capital
California
$354K +$4.44K +11 +1%
LF
2020
Lantz Financial
Illinois
$354K +$8.47K +21 +3%
HR
2021
Howe & Rusling
New York
$352K -$19.4K -48 -5%
CSI
2022
Cross Staff Investments
New York
$349K – – –
FFM
2023
Forum Financial Management
Illinois
$349K +$31.9K +79 +11%
TWM
2024
Thrive Wealth Management
Pennsylvania
$349K -$19.8K -49 -6%
EIA
2025
Edgemoor Investment Advisors
Maryland
$349K -$13.7K -34 -4%
79 80
81
82 83