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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
551
J.W. Cole Advisors
Florida
$2.02M +$1.77M +4,072 New
MFG
552
Merit Financial Group
Georgia
$2.01M +$47K +108 +3%
YDMI
553
Y.D. More Investments
Israel
$2.01M +$77.4K +178 +5%
EF
554
Empirical Finance
Pennsylvania
$2.01M +$57K +131 +3%
APP
555
Avantax Planning Partners
Iowa
$2M -$32.6K -75 -2%
HIP
556
HUB Investment Partners
Texas
$2M +$257K +590 +17%
GI
557
GAMMA Investing
California
$1.98M +$113K +259 +7%
CF
558
Centaurus Financial
California
$1.98M -$19.6K -45 -1%
HI
559
Horizon Investments
North Carolina
$1.97M -$10.1M -23,271 -85%
QCM
560
QRG Capital Management
Illinois
$1.96M +$164K +376 +10%
TC
561
Trium Capital
United Kingdom
$1.96M +$1.73M +3,966 New
SPC
562
Spirepoint Private Client
Florida
$1.95M – – –
CA
563
Clearstead Advisors
Ohio
$1.95M +$297K +683 +21%
EWM
564
Empirical Wealth Management
Washington
$1.94M +$325K +747 +23%
SCM
565
Sandler Capital Management
New York
$1.94M +$844K +1,941 +98%
WAP
566
Wealthcare Advisory Partners
Pennsylvania
$1.94M -$80K -184 -4%
HKAM
567
Horizon Kinetics Asset Management
New York
$1.93M – – –
FIA
568
Foundations Investment Advisors
Arizona
$1.92M +$1.19M +2,725 +235%
BJF
569
Blue Jean Financial
New York
$1.91M +$1.68M +3,859 New
CWS
570
Confluence Wealth Services
Pennsylvania
$1.89M +$553K +1,272 +50%
HPC
571
HM Payson & Co
Maine
$1.86M – – –
CRC
572
Curi RMB Capital
Illinois
$1.84M -$201K -462 -11%
MWM
573
Mindset Wealth Management
Indiana
$1.84M +$176K +404 +12%
AI
574
Atria Investments
North Carolina
$1.83M +$41.3K +95 +3%
WS
575
Wedbush Securities
California
$1.82M +$172K +396 +12%
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