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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCP
2001
Z3 Capital Partners
Virginia
$266K +$296K +835 New
FAN
2002
Financial Advisors Network
California
$265K -$4.96K -14 -2%
GA
2003
Goldstein Advisors
Wisconsin
$264K -$1.77K -5 -0.6%
CWA
2004
Consilium Wealth Advisory
Texas
$264K – – –
WKWM
2005
Walter & Keenan Wealth Management
Indiana
$264K +$293K +828 New
SEP
2006
Signature Equity Partners
Ohio
$263K +$293K +826 New
CA
2007
COFG Advisors
Illinois
$263K +$292K +824 New
IAMOG
2008
Investors Asset Management of Georgia
Georgia
$262K -$8.86K -25 -3%
CSI
2009
Cross Staff Investments
New York
$261K – – –
CWM
2010
Calamos Wealth Management
Illinois
$261K -$9.97M -28,124 -97%
AFA
2011
AA Financial Advisors
Ohio
$261K -$24.5K -69 -8%
DLA
2012
Douglas Lane & Associates
New York
$260K -$4.96K -14 -2%
HCA
2013
Harbour Capital Advisors
Virginia
$259K – – –
CWG
2014
Crown Wealth Group
North Carolina
$259K +$7.44K +21 +3%
EWM
2015
Endowment Wealth Management
Wisconsin
$258K +$29.4K +83 +11%
BPFA
2016
Barnes Pettey Financial Advisors
Mississippi
$258K – – –
HKAM
2017
Horizon Kinetics Asset Management
New York
$258K +$4.96K +14 +2%
SFC
2018
SYM Financial Corp
Indiana
$256K -$3.9K -11 -1%
BBNB
2019
Baker Boyer National Bank
Washington
$255K +$284K +802 New
WPW
2020
Watershed Private Wealth
Illinois
$255K +$284K +801 New
SRC
2021
Sage Rhino Capital
California
$255K -$14.9K -42 -5%
BAM
2022
BOS Asset Management
Illinois
$255K – – –
MAM
2023
McLean Asset Management
Virginia
$255K -$3.54K -10 -1%
OP
2024
ORG Partners
Indiana
$255K -$78K -220 -22%
FI
2025
Finivi Inc
Massachusetts
$254K -$6.73K -19 -2%
79 80
81
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