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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Evermay Wealth Management
Virginia
$831K +$4.61K +16 +0.6%
QPW
577
Quantum Private Wealth
Florida
$831K – – –
MA
578
Mutual Advisors
Nebraska
$824K +$232K +807 +40%
MIP
579
Marietta Investment Partners
Wisconsin
$824K – – –
BMC
580
Beaton Management Company
Massachusetts
$821K +$79.2K +275 +11%
SF
581
Symphony Financial
Texas
$820K +$42.9K +149 +6%
Boston Financial Management
582
Boston Financial Management
Massachusetts
$817K -$163K -565 -17%
Capstone Investment Advisors
583
Capstone Investment Advisors
New York
$809K +$680K +2,362 +571%
Perigon Wealth Management
584
Perigon Wealth Management
California
$802K +$515K +1,789 +186%
SCA
585
Stonebridge Capital Advisors
Minnesota
$800K -$13K -45 -2%
QRG Capital Management
586
QRG Capital Management
Illinois
$796K -$72.3K -251 -8%
Kingsview Wealth Management
587
Kingsview Wealth Management
Oregon
$795K +$40.9K +142 +5%
XTX Topco
588
XTX Topco
Cayman Islands
$789K +$780K +2,707 New
SACTSONJ
589
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$787K – – –
SAMC
590
Spectrum Asset Management (California)
California
$784K +$13K +45 +2%
OneDigital Investment Advisors
591
OneDigital Investment Advisors
Kansas
$784K -$599K -2,080 -44%
Balentine LLC
592
Balentine LLC
Georgia
$782K +$279K +969 +56%
Coldstream Capital Management
593
Coldstream Capital Management
Washington
$779K -$18.4K -64 -2%
AG
594
Ascent Group
Virginia
$774K +$25.9K +90 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
595
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$770K – – –
FMN
596
Financial Management Network
California
$769K -$48.4K -168 -6%
MMM
597
Mendel Money Management
Illinois
$767K +$17K +59 +2%
Carson Wealth (CWM LLC)
598
Carson Wealth (CWM LLC)
Nebraska
$766K +$18.1K +63 +2%
AIM
599
Acropolis Investment Management
Missouri
$761K -$115K -400 -13%
SignatureFD
600
SignatureFD
Georgia
$758K +$1.73K +6 +0.2%