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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
BTC
2001
Bank & Trust Company
Illinois
$74.5K – – –
ME
2002
McIlrath & Eck
Washington
$74.2K – – –
CCMI
2003
Creative Capital Management Investments
California
$73.9K – – –
PWA
2004
Physician Wealth Advisors
Utah
$73.4K +$1.25K +4 +2%
CT
2005
Clearstead Trust
Maine
$73K +$24.9K +80 +42%
WWM
2006
Wolff Wiese Magana
California
$72K -$9.34K -30 -10%
LWMI
2007
Legacy Wealth Management (Idaho)
Idaho
$71.8K – – –
GPI
2008
General Partner Inc
Pennsylvania
$71.8K – – –
CSC
2009
Cove Street Capital
California
$70.7K – – –
HCM
2010
Horrell Capital Management
Arkansas
$70.7K – – –
AT
2011
Arlington Trust
Alabama
$70.1K -$5.92K -19 -7%
AIM
2012
Arcadia Investment Management
Michigan
$68K – – –
SWIM
2013
Smallwood Wealth Investment Management
New Jersey
$68K +$77.8K +250 New
FC
2014
Fairscale Capital
New Hampshire
$66.1K – – –
RCA
2015
Runnymede Capital Advisors
Ohio
$63.9K – – –
CHC
2016
City Holding Co
West Virginia
$63.6K +$3.74K +12 +5%
KTC
2017
Kentucky Trust Company
Kentucky
$62.5K – – –
BBPWM
2018
Blue Bell Private Wealth Management
Pennsylvania
$61.4K -$41.7K -134 -37%
WIM
2019
Westside Investment Management
California
$61.4K +$8.41K +27 +14%
HCM
2020
Hollencrest Capital Management
California
$61.2K -$22.1K -71 -24%
SR
2021
Syntax Research
Florida
$61.2K – – –
CYG
2022
Clean Yield Group
Vermont
$60.6K – – –
CCC
2023
Chelsea Counsel Company
California
$59.8K – – –
HFS
2024
Hopwood Financial Services
Virginia
$59.3K +$20.6K +66 +43%
AWM
2025
Activest Wealth Management
Florida
$59K +$36.1K +116 +115%
79 80
81
82 83