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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
QFP
2001
Quantum Financial Partners
Kansas
$369K +$350K +867 New
LW
2002
Linscomb Wealth
Texas
$368K -$16.5K -41 -5%
GAM
2003
Grandview Asset Management
Pennsylvania
$368K -$16.1K -40 -4%
MAA
2004
Matrix Asset Advisors
New York
$367K – – –
RIM
2005
Redwood Investment Management
Arizona
$367K +$807 +2 +0.2%
HNB
2006
Hilltop National Bank
Wyoming
$366K -$807 -2 -0.2%
SCA
2007
Sandy Cove Advisors
Massachusetts
$364K +$14.1K +35 +4%
OWA
2008
Opal Wealth Advisors
New York
$364K -$44.8K -111 -11%
RPGK
2009
Retirement Planning Group (Kansas)
Kansas
$364K +$26.6K +66 +8%
TW
2010
TritonPoint Wealth
Maryland
$364K -$27K -67 -7%
CWG
2011
Crown Wealth Group
North Carolina
$363K +$1.21K +3 +0.4%
WFI
2012
West Family Investments
California
$363K +$16.5K +41 +5%
WKWM
2013
Walter & Keenan Wealth Management
Indiana
$363K +$4.03K +10 +1%
3IP
2014
3Chopt Investment Partners
Virginia
$363K +$79.8K +198 +30%
XF
2015
XML Financial
Maryland
$362K +$2.02K +5 +0.6%
RCM
2016
Radnor Capital Management
Pennsylvania
$360K – – –
WA
2017
Westfuller Advisors
New York
$359K -$807 -2 -0.2%
CWA
2018
Cascade Wealth Advisors
Washington
$358K – – –
MAM
2019
McLean Asset Management
Virginia
$357K +$30.6K +76 +10%
QFW
2020
QTR Family Wealth
Florida
$357K +$6.05K +15 +2%
SWA
2021
Strategies Wealth Advisors
Michigan
$356K -$58.5K -145 -15%
TPW
2022
TL Private Wealth
Texas
$356K – – –
BAM
2023
BOS Asset Management
Illinois
$356K – – –
TFM
2024
TFC Financial Management
Massachusetts
$355K +$106K +263 +46%
VAG
2025
VisionPoint Advisory Group
Texas
$355K +$44K +109 +15%
79 80
81
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