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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
601
Tidal Investments
Wisconsin
$707K +$98.7K +298 +17%
MI
602
Markston International
New York
$702K -$2.65K -8 -0.4%
MHIC
603
Marble Harbor Investment Counsel
Massachusetts
$701K – – –
GC
604
Grimes & Company
Massachusetts
$700K – – –
EF
605
Empirical Finance
Pennsylvania
$699K +$175K +530 +36%
PDN
606
Pensionfund DSM Netherlands
Netherlands
$698K – – –
RHBC
607
R.H. Bluestein & Co
Michigan
$698K – – –
SVWAG
608
Sound View Wealth Advisors Group
Georgia
$697K +$37.4K +113 +6%
CCG
609
Chatham Capital Group
Georgia
$696K – – –
CW
610
CreativeOne Wealth
Kansas
$696K +$232K +700 +54%
BHWM
611
Bar Harbor Wealth Management
New Hampshire
$695K -$8.28K -25 -1%
MIM
612
MTM Investment Management
South Carolina
$690K – – –
FTDI
613
First Trust Direct Indexing
Massachusetts
$690K +$135K +409 +26%
CT
614
Chicago Trust
Illinois
$689K – – –
FIA
615
Foundations Investment Advisors
Arizona
$683K +$675K +2,038 New
IA
616
IndexIQ Advisors
New York
$677K -$23.2K -70 -3%
IRF
617
IBM Retirement Fund
New York
$675K -$448K -1,352 -41%
AC
618
Addison Capital
Pennsylvania
$675K – – –
FWP
619
FAS Wealth Partners
Kansas
$673K +$290K +877 +83%
IC
620
Inscription Capital
Texas
$668K – – –
SCA
621
Stonebridge Capital Advisors
Minnesota
$666K +$2.32K +7 +0.4%
QIM
622
Quantitative Investment Management
Virginia
$665K -$3.3M -9,955 -84%
CIA
623
Choate Investment Advisors
Massachusetts
$665K – – –
FPS
624
Fieldpoint Private Securities
Connecticut
$664K +$190K +574 +43%
LWM
625
Loveless Wealth Management
Montana
$663K -$33.1K -100 -5%
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