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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
IPC
551
Independent Portfolio Consultants
Florida
$13K +$13.2K +120 New
FFC
552
First Financial Corp
Indiana
$12K – – –
JWA
553
JFS Wealth Advisors
Pennsylvania
$11K – – –
CHP
554
Cable Hill Partners
Oregon
$10K +$9.54K +87 New
TFA
555
Transamerica Financial Advisors
Florida
$9K – – –
TDC
556
Thompson Davis & Co
Virginia
$9K +$658 +6 +8%
HR
557
Howe & Rusling
New York
$9K +$1.75K +16 +25%
CLOS
558
Compagnie Lombard Odier SCmA
Switzerland
$8K -$292K -2,659 -97%
GAM
559
Gemmer Asset Management
California
$8K – – –
RA
560
Rational Advisors
New York
$8K +$7.68K +70 New
DAM
561
Delta Asset Management
Tennessee
$6K – – –
PFSC
562
Peoples Financial Services Corp
Pennsylvania
$6K – – –
EWM
563
Evercore Wealth Management
New York
$6K +$2.41K +22 +59%
S
564
SignatureFD
Georgia
$6K +$5.59K +51 New
DOA
565
D'Orazio & Associates
Virginia
$4K – – –
AWM
566
AllSquare Wealth Management
New York
$4K +$3.95K +36 New
RFA
567
Reilly Financial Advisors
California
$3K -$16.1K -147 -84%
ARMC
568
American Research & Management Company
Massachusetts
$3K – – –
CAW
569
Cornerstone Advisors (Washington)
Washington
$3K +$1.43K +13 +93%
VNA
570
Valley National Advisers
Pennsylvania
$3K +$2.74K +25 New
WOC
571
West Oak Capital
California
$2K – – –
Envestnet Asset Management
572
Envestnet Asset Management
Illinois
$2K -$37.7K -344 -94%
TFO
573
Tarbox Family Office
California
$1K -$329 -3 -33%
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
QAM
575
QCI Asset Management
New York
$1K – – –