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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
551
Avantax Planning Partners
Iowa
$2M -$32.6K -75 -2%
HIP
552
HUB Investment Partners
Texas
$2M +$257K +590 +17%
GI
553
GAMMA Investing
California
$1.98M +$113K +259 +7%
CF
554
Centaurus Financial
California
$1.98M -$19.6K -45 -1%
HI
555
Horizon Investments
North Carolina
$1.97M -$10.1M -23,271 -85%
QCM
556
QRG Capital Management
Illinois
$1.96M +$164K +376 +10%
TC
557
Trium Capital
United Kingdom
$1.96M +$1.73M +3,966 New
SPC
558
Spirepoint Private Client
Florida
$1.95M – – –
CA
559
Clearstead Advisors
Ohio
$1.95M +$297K +683 +21%
EWM
560
Empirical Wealth Management
Washington
$1.94M +$325K +747 +23%
SCM
561
Sandler Capital Management
New York
$1.94M +$844K +1,941 +98%
WAP
562
Wealthcare Advisory Partners
Pennsylvania
$1.94M -$80K -184 -4%
HKAM
563
Horizon Kinetics Asset Management
New York
$1.93M – – –
FIA
564
Foundations Investment Advisors
Arizona
$1.92M +$1.19M +2,725 +235%
BJF
565
Blue Jean Financial
New York
$1.91M +$1.68M +3,859 New
CWS
566
Confluence Wealth Services
Pennsylvania
$1.89M +$553K +1,272 +50%
HPC
567
HM Payson & Co
Maine
$1.86M – – –
CRC
568
Curi RMB Capital
Illinois
$1.84M -$201K -462 -11%
MWM
569
Mindset Wealth Management
Indiana
$1.84M +$176K +404 +12%
AI
570
Atria Investments
North Carolina
$1.83M +$41.3K +95 +3%
WS
571
Wedbush Securities
California
$1.82M +$172K +396 +12%
SFCL
572
Strengthening Families & Communities LLC
Massachusetts
$1.81M +$84.4K +194 +6%
APIM
573
Agate Pass Investment Management
Washington
$1.8M -$283K -650 -15%
HSA
574
HBK Sorce Advisory
Pennsylvania
$1.78M +$208K +479 +14%
PFS
575
Prospera Financial Services
Texas
$1.78M -$12.2K -28 -0.8%
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