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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2001
Criterion Capital Advisors
Tennessee
$64.9K – – –
WIM
2002
Westside Investment Management
California
$64.9K – – –
CIA
2003
Cape Investment Advisory
Georgia
$64K – – –
FFC
2004
First Financial Corp
Indiana
$60.7K -$13.1K -43 -19%
MWM
2005
Mascoma Wealth Management
New Hampshire
$60K – – –
DF
2006
Dunhill Financial
United Kingdom
$58.3K +$16.5K +54 +44%
AP
2007
Atwood & Palmer
Missouri
$57K +$26.6K +87 +102%
AWA
2008
Authentikos Wealth Advisory
California
$57K +$52.6K +172 New
CPG
2009
Cornerstone Planning Group
New Jersey
$56.3K +$2.75K +9 +6%
VWA
2010
Valued Wealth Advisors
Utah
$56K +$611 +2 +1%
SIC
2011
SJS Investment Consulting
Ohio
$55.4K – – –
SN
2012
Sittner & Nelson
Oregon
$54K – – –
FFA
2013
Frazier Financial Advisors
Ohio
$53K -$3.97K -13 -8%
C
2014
Covestor
United Kingdom
$53K -$1.22K -4 -2%
TWD
2015
True Wealth Design
Ohio
$51.4K +$44.6K +146 +1,622%
GTAM
2016
Global Trust Asset Management
Florida
$49.7K – – –
WOSD
2017
WFA of San Diego
California
$49.7K – – –
NIC
2018
Northwest Investment Counselors
Oregon
$49.7K +$45.8K +150 New
NMM
2019
Naples Money Management
Florida
$49.4K +$6.11K +20 +16%
GA
2020
GoalVest Advisory
New York
$49.1K +$45.2K +148 New
PCWA
2021
Pacific Capital Wealth Advisors
California
$48.4K +$2.75K +9 +7%
CHA
2022
Carmichael Hill & Associates
Maryland
$47.4K +$13.7K +45 +46%
NFSG
2023
Newbridge Financial Services Group
Florida
$45.4K -$359K -1,174 -90%
TAM
2024
Tucker Asset Management
Colorado
$43.1K -$3.06K -10 -7%
CSB
2025
City State Bank
Iowa
$43.1K – – –
79 80
81
82 83