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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
SF
526
Symphony Financial
Texas
$921K +$254K +893 +39%
Congress Wealth Management
527
Congress Wealth Management
Massachusetts
$921K -$16.2K -57 -2%
Colony Group
528
Colony Group
Massachusetts
$915K -$38.4K -135 -4%
HAIM
529
Hunter Associates Investment Management
Pennsylvania
$906K -$37K -130 -4%
LB
530
Legacy Bridge
Iowa
$892K +$14.2K +50 +2%
United Capital Financial Advisors
531
United Capital Financial Advisors
Texas
$886K +$162K +571 +23%
MassMutual Private Wealth & Trust
532
MassMutual Private Wealth & Trust
Connecticut
$883K +$28.7K +101 +3%
BCV
533
Banque Cantonale Vaudoise
Switzerland
$881K -$1.99K -7 -0.2%
RBF Capital
534
RBF Capital
California
$880K – – –
Integrated Wealth Concepts
535
Integrated Wealth Concepts
Massachusetts
$864K +$21.9K +77 +3%
Wedbush Securities
536
Wedbush Securities
California
$857K +$77.9K +274 +10%
MAI Capital Management
537
MAI Capital Management
Ohio
$857K -$22.8K -80 -3%
BIM
538
Baldwin Investment Management
Pennsylvania
$855K +$93.8K +330 +13%
HWP
539
Heritage Wealth Partners
Ohio
$852K -$48.9K -172 -6%
TPW
540
Transatlantique Private Wealth
New York
$851K – – –
ETH
541
Exos TFP Holdings
New York
$848K +$427K +1,503 +108%
Beacon Pointe Advisors
542
Beacon Pointe Advisors
California
$842K -$17.6K -62 -2%
Guardian Capital (Canada)
543
Guardian Capital (Canada)
Ontario, Canada
$841K -$76.2K -268 -9%
RPC
544
Rossmore Private Capital
Connecticut
$841K – – –
QPW
545
Quantum Private Wealth
Florida
$837K – – –
SCA
546
Stonebridge Capital Advisors
Minnesota
$835K – – –
Buckingham Strategic Wealth
547
Buckingham Strategic Wealth
Missouri
$822K – – –
MIP
548
Marietta Investment Partners
Wisconsin
$813K +$56.9K +200 +8%
Avantax Advisory Services
549
Avantax Advisory Services
Texas
$811K +$98.7K +347 +14%
Vestcor Inc
550
Vestcor Inc
New Brunswick, Canada
$800K -$3.98K -14 -0.5%