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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2251
Cascade Financial Partners
California
$247K -$47.2K -117 -17%
PCS
2252
Private Client Services
Kentucky
$246K +$233K +578 New
MW
2253
MBL Wealth
North Carolina
$246K +$233K +577 New
SP
2254
Symmetry Partners
Connecticut
$245K +$232K +575 New
RWM
2255
Refined Wealth Management
Utah
$245K -$6.45K -16 -3%
MWA
2256
Midland Wealth Advisors
Illinois
$245K -$5.24K -13 -2%
RMP
2257
Richards, Merrill & Peterson
Washington
$244K +$231K +572 New
DCBT
2258
Dakota Community Bank & Trust
North Dakota
$243K -$403 -1 -0.2%
EFP
2259
Elser Financial Planning
Indiana
$242K +$229K +569 New
OA
2260
Operose Advisors
Wisconsin
$242K -$19K -47 -8%
BC
2261
Barrett & Company
Rhode Island
$242K – – –
PA
2262
Planning Alternatives
Michigan
$242K -$31.5K -78 -12%
CIA
2263
Cape Investment Advisory
Georgia
$242K +$229K +567 New
HBWM
2264
Hollow Brook Wealth Management
New York
$241K – – –
WW
2265
Westshore Wealth
California
$241K +$228K +565 New
BGAI
2266
Bruce G. Allen Investments
Colorado
$240K -$42.3K -105 -16%
RS
2267
Rakuten Securities
Japan
$240K +$205K +509 +925%
BFWA
2268
Benchmark Financial Wealth Advisors
Florida
$240K +$227K +562 New
EB
2269
Exchange Bank
California
$239K +$227K +562 New
CWS
2270
Cypress Wealth Services
California
$239K -$8.06K -20 -3%
SC
2271
Sierra Capital
Florida
$239K -$1.21K -3 -0.5%
MWP
2272
Meredith Wealth Planning
Illinois
$239K – – –
WTFG
2273
Wood Tarver Financial Group
Idaho
$239K – – –
SPWM
2274
Schrum Private Wealth Management
Florida
$238K -$74.6K -185 -20%
ONST
2275
Old North State Trust
North Carolina
$238K -$18.1K -45 -7%
89 90
91
92 93