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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
2001
Capasso Planning Partners
South Carolina
$224K +$193K +628 New
KMWM
2002
Keudell/Morrison Wealth Management
Oregon
$224K +$193K +627 New
FI
2003
Financial Insights
Washington
$223K +$192K +624 New
EPM
2004
Elm Partners Management
Pennsylvania
$222K +$192K +623 New
HR
2005
Hardy Reed
Mississippi
$222K -$43.4K -141 -18%
EL
2006
EWA LLC
Pennsylvania
$221K +$191K +620 New
MG
2007
McHugh Group
Ohio
$221K +$191K +620 New
VCM
2008
Vivaldi Capital Management
Illinois
$221K +$191K +620 New
ECAM
2009
East Coast Asset Management
Massachusetts
$220K +$190K +617 New
SAM
2010
Summit Asset Management
Tennessee
$220K +$190K +617 New
LOPW
2011
Live Oak Private Wealth
North Carolina
$220K +$190K +616 New
PWM
2012
PBMares Wealth Management
Virginia
$219K +$189K +614 New
TFM
2013
TFC Financial Management
Massachusetts
$219K -$18.5K -60 -9%
AFA
2014
AA Financial Advisors
Ohio
$219K +$189K +613 New
TT
2015
TI-Trust
Illinois
$219K +$189K +613 New
AGP
2016
Autumn Glory Partners
Texas
$218K +$188K +610 New
FFO
2017
Fortitude Family Office
Arizona
$217K +$50.5K +164 +37%
ACM
2018
Avalon Capital Management
California
$217K +$187K +608 New
GWP
2019
Gen-Wealth Partners
Michigan
$217K – – –
CWS
2020
Cypress Wealth Services
California
$217K +$187K +607 New
BLC
2021
Brown, Lisle/Cummings
Rhode Island
$216K +$308 +1 +0.2%
AF
2022
Arrow Financial
New York
$216K +$186K +605 New
CPIA
2023
Cornell Pochily Investment Advisors
New York
$216K +$186K +605 New
EA
2024
Ellsworth Advisors
Ohio
$216K -$172K -560 -48%
CFG
2025
Copley Financial Group
California
$215K +$186K +603 New
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