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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
576
First Trust Direct Indexing
Massachusetts
$554K +$287 +1 +0.1%
MM
577
MQS Management
New York
$554K +$569K +1,979 New
MS
578
Maven Securities
Jersey
$553K +$567K +1,975 New
SWM
579
Selective Wealth Management
Virginia
$552K -$61.8K -215 -10%
CT
580
Chicago Trust
Illinois
$546K -$7.18K -25 -1%
APA
581
American Portfolios Advisors
New York
$545K -$305K -1,061 -35%
MIM
582
MTM Investment Management
South Carolina
$544K -$10.1K -35 -2%
CGL
583
Clarius Group LLC
Washington
$544K – – –
AAS
584
Avantax Advisory Services
Texas
$540K -$39.6K -138 -7%
CAM
585
Cresset Asset Management
Illinois
$539K -$606K -2,108 -52%
S
586
SignatureFD
Georgia
$537K -$46K -160 -8%
IC
587
Inscription Capital
Texas
$536K – – –
FIA
588
Foundations Investment Advisors
Arizona
$535K +$2.3K +8 +0.4%
CIA
589
Choate Investment Advisors
Massachusetts
$534K – – –
HW
590
Hancock Whitney
Mississippi
$532K -$1.99M -6,933 -78%
SCA
591
Stonebridge Capital Advisors
Minnesota
$532K -$2.01K -7 -0.4%
LWM
592
Loveless Wealth Management
Montana
$532K – – –
EIG
593
Ellenbecker Investment Group
Wisconsin
$532K +$2.3K +8 +0.4%
CT
594
Cambridge Trust
Massachusetts
$530K +$6.61K +23 +1%
PHIC
595
Pine Haven Investment Counsel
Massachusetts
$527K – – –
TFS
596
TrustCore Financial Services
Tennessee
$526K – – –
FAM
597
Formidable Asset Management
Ohio
$524K – – –
AC
598
Addison Capital
Pennsylvania
$521K -$21.5K -75 -4%
IRF
599
IBM Retirement Fund
New York
$519K -$23.3K -81 -4%
EAM
600
Empirical Asset Management
Massachusetts
$519K +$532K +1,852 New
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