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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
EW
601
Evoke Wealth
California
$717K -$33.1K -100 -5%
HA
602
Harfst & Associates
Wyoming
$713K -$993 -3 -0.1%
MA
603
MONECO Advisors
Connecticut
$710K -$993 -3 -0.1%
Simplicity Solutions
604
Simplicity Solutions
Minnesota
$708K +$349K +1,053 +108%
Tidal Investments
605
Tidal Investments
Wisconsin
$707K +$98.7K +298 +17%
MI
606
Markston International
New York
$702K -$2.65K -8 -0.4%
MHIC
607
Marble Harbor Investment Counsel
Massachusetts
$701K – – –
Grimes & Company
608
Grimes & Company
Massachusetts
$700K – – –
Empirical Finance
609
Empirical Finance
Pennsylvania
$699K +$175K +530 +36%
PDN
610
Pensionfund DSM Netherlands
Netherlands
$698K – – –
RHBC
611
R.H. Bluestein & Co
Michigan
$698K – – –
SVWAG
612
Sound View Wealth Advisors Group
Georgia
$697K +$37.4K +113 +6%
CCG
613
Chatham Capital Group
Georgia
$696K – – –
CreativeOne Wealth
614
CreativeOne Wealth
Kansas
$696K +$232K +700 +54%
BHWM
615
Bar Harbor Wealth Management
New Hampshire
$695K -$8.28K -25 -1%
MIM
616
MTM Investment Management
South Carolina
$690K – – –
FTDI
617
First Trust Direct Indexing
Massachusetts
$690K +$135K +409 +26%
CT
618
Chicago Trust
Illinois
$689K – – –
Foundations Investment Advisors
619
Foundations Investment Advisors
Arizona
$683K +$675K +2,038 New
IndexIQ Advisors
620
IndexIQ Advisors
New York
$677K -$23.2K -70 -3%
IRF
621
IBM Retirement Fund
New York
$675K -$448K -1,352 -41%
AC
622
Addison Capital
Pennsylvania
$675K – – –
FWP
623
FAS Wealth Partners
Kansas
$673K +$290K +877 +83%
IC
624
Inscription Capital
Texas
$668K – – –
SCA
625
Stonebridge Capital Advisors
Minnesota
$666K +$2.32K +7 +0.4%