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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
2001
Consolidated Portfolio Review Corp
New York
$210K +$223K +634 New
ACG
2002
Allen Capital Group
Nebraska
$210K +$3.16K +9 +1%
HBW
2003
Hazlett, Burt & Watson
West Virginia
$210K +$61.4K +175 +39%
SCA
2004
Sandy Cove Advisors
Massachusetts
$210K +$222K +632 New
GPWM
2005
Grant Private Wealth Management
California
$209K +$221K +630 New
WCM
2006
Washburn Capital Management
Florida
$209K +$221K +630 New
DPI
2007
Diversified Portfolios Inc
Michigan
$208K – – –
KCM
2008
Kanawha Capital Management
Virginia
$207K – – –
GCM
2009
Gables Capital Management
Florida
$207K – – –
GKIM
2010
GW&K Investment Management
Massachusetts
$207K +$9.13K +26 +4%
CTC
2011
Cetera Trust Company
Minnesota
$207K – – –
WIA
2012
Wealthedge Investment Advisors
New York
$206K +$218K +622 New
BPFA
2013
Barnes Pettey Financial Advisors
Mississippi
$206K – – –
MG
2014
McHugh Group
Ohio
$206K +$218K +620 New
CCM
2015
Cinctive Capital Management
New York
$205K -$2.93M -8,349 -93%
CWA
2016
CM Wealth Advisors
Ohio
$205K -$148K -421 -41%
ECAM
2017
East Coast Asset Management
Massachusetts
$205K – – –
LOPW
2018
Live Oak Private Wealth
North Carolina
$204K – – –
XWM
2019
Xcel Wealth Management
Florida
$204K – – –
TIA
2020
Tandem Investment Advisors
South Carolina
$204K -$16.8K -48 -7%
PWM
2021
PBMares Wealth Management
Virginia
$204K – – –
CAM
2022
Creekmur Asset Management
Illinois
$203K – – –
RTC
2023
Riverview Trust Company
Washington
$203K – – –
TT
2024
TI-Trust
Illinois
$203K – – –
KWM
2025
Kaydan Wealth Management
Michigan
$203K +$215K +612 New
79 80
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