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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2026
Finivi Inc
Massachusetts
$254K -$6.73K -19 -2%
FFA
2027
First Foundation Advisors
California
$254K +$29.1K +82 +11%
ABWM
2028
Alpine Bank Wealth Management
Colorado
$254K – – –
ACA
2029
Affinity Capital Advisors
California
$254K +$3.54K +10 +1%
BAM
2030
Blueshift Asset Management
New Jersey
$254K +$282K +796 New
LWM
2031
Liberty Wealth Management
California
$252K +$36.9K +104 +15%
FSCM
2032
Front Street Capital Management
Montana
$252K -$26.6K -75 -9%
AA
2033
Auxano Advisors
Washington
$252K +$5.67K +16 +2%
GWA
2034
Gratus Wealth Advisors
Virginia
$251K – – –
AGC
2035
Aspen Grove Capital
Colorado
$250K -$354 -1 -0.1%
CCA
2036
Cadent Capital Advisors
Oklahoma
$250K -$13.8K -39 -5%
SPA
2037
Sherbrooke Park Advisers
New York
$250K +$278K +784 New
SFS
2038
Symphony Financial Services
Ohio
$250K – – –
HWA
2039
HHM Wealth Advisors
Tennessee
$249K -$2.13K -6 -0.8%
FDS
2040
First Dallas Securities
Texas
$248K – – –
GC
2041
Gibson Capital
Pennsylvania
$248K – – –
SCA
2042
Sandy Cove Advisors
Massachusetts
$247K +$1.42K +4 +0.5%
LF
2043
Lantz Financial
Illinois
$247K -$47.1K -133 -15%
OPOWM
2044
One Plus One Wealth Management
Florida
$247K -$23K -65 -8%
T
2045
TrueFG
Texas
$247K – – –
CCG
2046
Ceeto Capital Group
Florida
$246K – – –
SCA
2047
Stokes Capital Advisors
South Carolina
$246K +$274K +772 New
NRW
2048
Nova R Wealth
Kansas
$246K -$62.4K -176 -19%
WAG
2049
Wallace Advisory Group
California
$245K +$273K +769 New
WFS
2050
Weitzel Financial Services
Iowa
$245K – – –
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83 84