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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2001
Arrow Financial
New York
$247K +$20.4K +56 +9%
GWM
2002
Grand Wealth Management
Michigan
$247K – – –
VBA
2003
von Borstel & Associates
Oregon
$247K – – –
RCA
2004
Ranch Capital Advisors
Florida
$247K +$364 +1 +0.2%
BGAI
2005
Bruce G. Allen Investments
Colorado
$246K -$8K -22 -3%
HFS
2006
Howard Financial Services
Texas
$246K +$239K +656 New
HI
2007
Hudock Inc
Pennsylvania
$245K +$238K +654 New
BFS
2008
Burkett Financial Services
South Carolina
$245K -$4K -11 -2%
CIP
2009
Capital Insight Partners
Arizona
$244K – – –
TFG
2010
Taylor Financial Group
Virginia
$243K – – –
VV
2011
Verity & Verity
South Carolina
$243K +$25.5K +70 +12%
FI
2012
Financial Insights
Washington
$243K +$8.73K +24 +4%
EL
2013
EWA LLC
Pennsylvania
$242K +$10.2K +28 +5%
MPI
2014
Mairs & Power Inc
Minnesota
$242K +$235K +647 New
IRP
2015
Investment Research Partners
Pennsylvania
$242K +$227K +623 New
RCP
2016
Rothschild Capital Partners
New York
$241K – – –
LGG
2017
Luts & Greenleigh Group
Maryland
$241K -$5.09K -14 -2%
GCP
2018
Gill Capital Partners
Colorado
$241K – – –
JHCP
2019
Jackson Hole Capital Partners
Oklahoma
$241K – – –
CPIA
2020
Cornell Pochily Investment Advisors
New York
$240K +$13.1K +36 +6%
RWM
2021
Refined Wealth Management
Utah
$240K +$21.5K +59 +10%
VCM
2022
Virtue Capital Management
Tennessee
$239K +$1.9M +5,219 +395%
SP
2023
Symmetry Partners
Connecticut
$238K +$232K +637 New
JAFL
2024
Jay A. Fishman Ltd
Michigan
$238K +$232K +637 New
BWM
2025
Bernard Wealth Management
Michigan
$238K – – –
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81
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