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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
2101
Cardinal Point Capital Management
Ontario, Canada
$213K – – –
EAM
2102
Empirical Asset Management
Massachusetts
$213K +$1.63M +4,481 +797%
OA
2103
Operose Advisors
Wisconsin
$213K – – –
TWM
2104
Tanager Wealth Management
United Kingdom
$213K -$727 -2 -0.4%
BC
2105
Barrett & Company
Rhode Island
$213K – – –
PCM
2106
Princeton Capital Management
New Jersey
$212K – – –
HFS
2107
Heritage Financial Services
Massachusetts
$212K -$24.7K -68 -11%
HBWM
2108
Hollow Brook Wealth Management
New York
$211K – – –
PB
2109
Pinnacle Bancorp
Nebraska
$211K -$25.5K -70 -11%
ACS
2110
Archford Capital Strategies
Illinois
$211K +$205K +563 New
WTFG
2111
Wood Tarver Financial Group
Idaho
$210K – – –
MWP
2112
Meredith Wealth Planning
Illinois
$210K – – –
MAP
2113
Moody Aldrich Partners
Massachusetts
$210K -$156K -429 -43%
FA
2114
Fermata Advisors
California
$210K -$59.3K -163 -23%
RW
2115
Ridgeline Wealth
Arizona
$209K +$204K +560 New
RFP
2116
Root Financial Partners
California
$209K +$203K +558 New
WCFA
2117
Walkner Condon Financial Advisors
Wisconsin
$208K +$203K +557 New
HCWM
2118
Hidden Cove Wealth Management
Washington
$208K +$202K +556 New
LAM
2119
Longboard Asset Management
Arizona
$208K +$202K +556 New
TSMHT
2120
Thurston Springer Miller Herd & Titak
Indiana
$208K -$2.47M -6,783 -92%
AW
2121
Avion Wealth
Texas
$208K – – –
BS
2122
Brighton Securities
New York
$207K -$193K -531 -49%
RMCM
2123
Reynders McVeigh Capital Management
Massachusetts
$206K +$200K +550 New
PAM
2124
Parvin Asset Management
South Dakota
$206K +$7.27K +20 +4%
CWM
2125
Cranbrook Wealth Management
Michigan
$206K +$70.6K +194 +54%
83 84
85
86 87