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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2001
LGT Financial Advisors
Texas
$32.6K +$33.6K +104 New
GWMI
2002
Guardian Wealth Management (Illinois)
Illinois
$32.3K -$4.84K -15 -13%
EIM
2003
Essex Investment Management
Massachusetts
$32K -$18.4K -57 -36%
MLA
2004
MB, Levis & Associates
Pennsylvania
$31.7K – – –
JFG
2005
JDM Financial Group
Texas
$31.4K – – –
SWA
2006
SOA Wealth Advisors
New York
$31.4K – – –
WOC
2007
West Oak Capital
California
$31.4K +$3.23K +10 +11%
CHA
2008
Carmichael Hill & Associates
Maryland
$30.7K – – –
MFT
2009
Moisand Fitzgerald Tamayo
Florida
$28.8K – – –
AP
2010
Antipodes Partners
Australia
$28.8K -$42.3K -131 -59%
PG
2011
Proffitt & Goodson
Tennessee
$28.5K +$29.4K +91 New
AP
2012
Atwood & Palmer
Missouri
$26.7K – – –
EC
2013
Elequin Capital
New York
$26.7K +$27.4K +85 New
BIM
2014
Breakwater Investment Management
Washington
$26K +$25.2K +78 +1,560%
SL
2015
Salomon & Ludwin
Virginia
$23.2K -$45.2K -140 -65%
PP
2016
PrairieView Partners
Minnesota
$23K +$24.2K +75 New
AWM
2017
Abound Wealth Management
Tennessee
$22.9K – – –
TFA
2018
Toth Financial Advisory
Virginia
$22.6K +$13.6K +42 +140%
PA
2019
Pineridge Advisors
Missouri
$21.9K – – –
GIM
2020
Gold Investment Management
Alberta, Canada
$18.5K – – –
SFA
2021
Semmax Financial Advisors
North Carolina
$18.2K – – –
AIC
2022
Archer Investment Corporation
Indiana
$17.6K -$9.69K -30 -35%
AP
2023
Aspect Partners
Virginia
$17.6K +$969 +3 +6%
GFPC
2024
Global Financial Private Client
Florida
$17.2K – – –
FPFS
2025
First Personal Financial Services
North Carolina
$16.6K – – –
79 80
81
82 83