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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2026
City State Bank
Iowa
$43.1K – – –
FP
2027
Financial Perspectives
Minnesota
$41.1K – – –
EA
2028
Evolution Advisers
Virginia
$41K -$7.33K -24 -16%
CSWM
2029
Cassady Schiller Wealth Management
Ohio
$40.8K – – –
CIR
2030
Clear Investment Research
Georgia
$40.7K – – –
FMP
2031
Financial Management Professionals
Texas
$39K -$48.3K -158 -57%
BGA
2032
Battery Global Advisors
Massachusetts
$38.6K +$35.4K +116 New
DPW
2033
DiNuzzo Private Wealth
Pennsylvania
$38.4K -$611 -2 -2%
RWPA
2034
Richard W. Paul & Associates
Michigan
$38.4K – – –
MSG
2035
Main Street Group
Virginia
$38.1K -$9.17K -30 -21%
GEA
2036
Glen Eagle Advisors
New Jersey
$37.4K +$2.14K +7 +7%
DIP
2037
DT Investment Partners
Pennsylvania
$37.1K +$34.2K +112 New
KOCAA
2038
Knights of Columbus Asset Advisors
Connecticut
$36.1K -$3.75M -12,277 -99%
RWM
2039
Raffa Wealth Management
District of Columbia
$35.8K -$209K -683 -86%
QL
2040
Quarry LP
New York
$35.8K -$48.9K -160 -60%
WFA
2041
West Financial Advisors
Iowa
$35.5K +$32.7K +107 New
PP
2042
Pacifica Partners
Canada
$35.1K – – –
RWA
2043
Redmont Wealth Advisors
Illinois
$35.1K – – –
EBA
2044
Eagle Bay Advisors
New York
$34.5K -$6.72K -22 -17%
JFG
2045
JDM Financial Group
Texas
$34.5K +$1.22K +4 +4%
VNA
2046
Valley National Advisers
Pennsylvania
$34K -$170K -555 -84%
EIM
2047
Essex Investment Management
Massachusetts
$33.8K – – –
GWMI
2048
Guardian Wealth Management (Illinois)
Illinois
$33.5K -$611 -2 -2%
MLA
2049
MB, Levis & Associates
Pennsylvania
$33.5K – – –
DWA
2050
Delos Wealth Advisors
Texas
$33.1K -$7.94K -26 -21%
80 81
82
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