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Eaton
ETN

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2251
Meredith Wealth Planning
Illinois
$201K +$200K +561 New
WBC
2252
West Branch Capital
Massachusetts
$198K -$11.7K -33 -6%
CA
2253
Crewe Advisors
Utah
$192K +$10.7K +30 +6%
PAM
2254
Parvin Asset Management
South Dakota
$190K – – –
WIM
2255
Westside Investment Management
California
$189K – – –
GAA
2256
Global Assets Advisory
Florida
$189K +$188K +528 New
PWA
2257
Provenance Wealth Advisors
Florida
$187K – – –
DMBA
2258
Deseret Mutual Benefit Administrators
Utah
$180K +$79.7K +224 +80%
WAG
2259
Wilkerson Advisory Group
Missouri
$179K +$168K +471 +1,570%
WSFG
2260
Wall Street Financial Group
Illinois
$179K +$178K +500 New
GG
2261
Gleason Group
Kentucky
$172K +$712 +2 +0.4%
BL
2262
BFSG LLC
California
$171K +$4.98K +14 +3%
PSB
2263
Piscataqua Savings Bank
New Hampshire
$170K -$11.4K -32 -6%
TFIPS
2264
Towarzystwo Funduszy Inwestycyjnych PZU SA
$170K -$17.8K -50 -10%
FMP
2265
Financial Management Professionals
Texas
$166K +$1.42K +4 +0.9%
KC
2266
Knuff & Co
California
$162K -$1.07K -3 -0.7%
CFG
2267
Clayton Financial Group
Missouri
$161K – – –
TPWA
2268
Twin Peaks Wealth Advisors
California
$161K +$160K +451 New
AIM
2269
Axiom Investment Management
New York
$161K +$160K +450 New
KFAS
2270
Keating Financial Advisory Services
Kansas
$160K +$5.34K +15 +3%
EIP
2271
Essential Investment Partners
Colorado
$157K – – –
CI
2272
Corient IA
Florida
$157K +$157K +440 New
PWA
2273
Physician Wealth Advisors
Utah
$157K +$46.6K +131 +43%
JGIA
2274
Jackson Grant Investment Advisers
Connecticut
$156K – – –
SGK
2275
Steigerwald Gordon & Koch
Virginia
$154K -$9.96K -28 -6%
89 90
91
92 93