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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
551
Piershale Financial Group
Illinois
$24K – – –
ST
552
Stifel Trust
Missouri
$24K – – –
OC
553
Oakworth Capital
Alabama
$23K +$21.7K +195 New
FPCG
554
Fort Pitt Capital Group
Pennsylvania
$15K -$445 -4 -3%
FFC
555
First Financial Corp
Indiana
$13K – – –
SNT
556
Security National Trust
West Virginia
$13K +$12K +108 New
HR
557
Howe & Rusling
New York
$11K +$5.89K +53 +133%
WAM
558
Wolverine Asset Management
Illinois
$11K +$11.1K +100 New
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$9.45K +$8.89K +80 New
OSAM
560
O'Shaughnessy Asset Management
Connecticut
$9K – – –
TFA
561
Transamerica Financial Advisors
Florida
$9K – – –
TWA
562
TCI Wealth Advisors
Arizona
$7K – – –
TCOV
563
Trust Company of Vermont
Vermont
$7K – – –
ARMC
564
American Research & Management Company
Massachusetts
$6K – – –
DAM
565
Delta Asset Management
Tennessee
$6K – – –
PFSC
566
Peoples Financial Services Corp
Pennsylvania
$6K +$5.56K +50 New
EWM
567
Evercore Wealth Management
New York
$4K -$5.56K -50 -57%
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
DOA
569
D'Orazio & Associates
Virginia
$4K +$4K +36 New
GLA
570
Great Lakes Advisors
Illinois
$3K +$3.22K +29 New
WOC
571
West Oak Capital
California
$2.13K – – –
QAM
572
QCI Asset Management
New York
$2K – – –
CAW
573
Cornerstone Advisors (Washington)
Washington
$2K +$445 +4 +40%
TFO
574
Tarbox Family Office
California
$1K +$667 +6 New
RWM
575
Raffa Wealth Management
District of Columbia
$556 +$556 +5 New
21 22
23
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