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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMU
2026
Lombard Odier Asset Management (USA)
New York
$355K +$336K +834 New
MBWA
2027
Marin Bay Wealth Advisors
California
$355K – – –
FCIM
2028
Fairview Capital Investment Management
California
$355K +$50.4K +125 +18%
SRC
2029
Sage Rhino Capital
California
$354K +$4.44K +11 +1%
LF
2030
Lantz Financial
Illinois
$354K +$8.47K +21 +3%
HR
2031
Howe & Rusling
New York
$352K -$19.4K -48 -5%
CSI
2032
Cross Staff Investments
New York
$349K – – –
FFM
2033
Forum Financial Management
Illinois
$349K +$31.9K +79 +11%
TWM
2034
Thrive Wealth Management
Pennsylvania
$349K -$19.8K -49 -6%
EIA
2035
Edgemoor Investment Advisors
Maryland
$349K -$13.7K -34 -4%
HWA
2036
HHM Wealth Advisors
Tennessee
$347K -$19K -47 -5%
GC
2037
Gibson Capital
Pennsylvania
$346K -$19.4K -48 -6%
HFBOT
2038
Home Federal Bank of Tennessee
Tennessee
$345K +$327K +810 New
ML
2039
Mayport LLC
Massachusetts
$344K +$403 +1 +0.1%
SAM
2040
S.A. Mason
Michigan
$344K +$20.2K +50 +7%
IWP
2041
Invenio Wealth Partners
Florida
$343K -$4.03K -10 -1%
DLA
2042
Douglas Lane & Associates
New York
$343K +$25.8K +64 +9%
SOW
2043
State of Wyoming
Wyoming
$342K -$158K -393 -33%
FI
2044
FWG Investments
Kentucky
$341K -$4.44K -11 -1%
AFA
2045
AA Financial Advisors
Ohio
$341K -$3.23K -8 -1%
NRW
2046
Nova R Wealth
Kansas
$341K +$4.44K +11 +1%
HKAM
2047
Horizon Kinetics Asset Management
New York
$340K – – –
ABWM
2048
Alpine Bank Wealth Management
Colorado
$339K – – –
HFP
2049
Holistic Financial Partners
Indiana
$339K -$149K -369 -32%
AGC
2050
Aspen Grove Capital
Colorado
$339K – – –
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