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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Cranbrook Wealth Management
Michigan
$77.5K +$19.9K +64 +29%
VNA
2002
Valley National Advisers
Pennsylvania
$76K +$31.8K +102 +56%
BHWM
2003
Beaird Harris Wealth Management
Texas
$74.8K – – –
BTC
2004
Bank & Trust Company
Illinois
$74.5K – – –
ME
2005
McIlrath & Eck
Washington
$74.2K – – –
CCMI
2006
Creative Capital Management Investments
California
$73.9K – – –
PWA
2007
Physician Wealth Advisors
Utah
$73.4K +$1.25K +4 +2%
CT
2008
Clearstead Trust
Maine
$73K +$24.9K +80 +42%
WWM
2009
Wolff Wiese Magana
California
$72K -$9.34K -30 -10%
LWMI
2010
Legacy Wealth Management (Idaho)
Idaho
$71.8K – – –
GPI
2011
General Partner Inc
Pennsylvania
$71.8K – – –
CSC
2012
Cove Street Capital
California
$70.7K – – –
HCM
2013
Horrell Capital Management
Arkansas
$70.7K – – –
AT
2014
Arlington Trust
Alabama
$70.1K -$5.92K -19 -7%
AIM
2015
Arcadia Investment Management
Michigan
$68K – – –
SWIM
2016
Smallwood Wealth Investment Management
New Jersey
$68K +$77.8K +250 New
FC
2017
Fairscale Capital
New Hampshire
$66.1K – – –
RCA
2018
Runnymede Capital Advisors
Ohio
$63.9K – – –
CHC
2019
City Holding Co
West Virginia
$63.6K +$3.74K +12 +5%
KTC
2020
Kentucky Trust Company
Kentucky
$62.5K – – –
BBPWM
2021
Blue Bell Private Wealth Management
Pennsylvania
$61.4K -$41.7K -134 -37%
WIM
2022
Westside Investment Management
California
$61.4K +$8.41K +27 +14%
HCM
2023
Hollencrest Capital Management
California
$61.2K -$22.1K -71 -24%
SR
2024
Syntax Research
Florida
$61.2K – – –
CYG
2025
Clean Yield Group
Vermont
$60.6K – – –
79 80
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