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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
601
Cambridge Trust
Massachusetts
$423K – – –
EWM
602
Empirical Wealth Management
Washington
$423K +$30.3K +130 +7%
AC
603
Addison Capital
Pennsylvania
$422K +$7K +30 +2%
WT
604
Whittier Trust
California
$418K -$3.96K -17 -0.9%
MIM
605
MTM Investment Management
South Carolina
$418K – – –
CCP
606
Corient Capital Partners
California
$412K +$12.1K +52 +3%
CIA
607
Choate Investment Advisors
Massachusetts
$409K -$1.17K -5 -0.3%
HPC
608
HM Payson & Co
Maine
$408K +$11K +47 +3%
TMAM
609
Tokio Marine Asset Management
Japan
$407K – – –
BF
610
BOK Financial
Oklahoma
$405K -$37.3K -160 -8%
MS
611
Madden Securities
Texas
$405K – – –
PHIC
612
Pine Haven Investment Counsel
Massachusetts
$405K – – –
TFS
613
TrustCore Financial Services
Tennessee
$404K – – –
CGL
614
Clarius Group LLC
Washington
$399K +$43.1K +185 +11%
IWM
615
IHT Wealth Management
Illinois
$398K +$431K +1,849 New
FCT
616
First Community Trust
Iowa
$395K – – –
MAM
617
Magellan Asset Management
Australia
$394K +$77.6K +333 +22%
CG
618
Caprock Group
Idaho
$392K +$65.5K +281 +18%
MMM
619
Mendel Money Management
Illinois
$390K – – –
CCG
620
Chatham Capital Group
Georgia
$386K – – –
DA
621
DCM Advisors
New York
$384K -$21.5K -92 -5%
SFA
622
Sequoia Financial Advisors
Ohio
$384K -$147K -630 -26%
CWM
623
CIBC World Markets
New York
$377K -$1.48M -6,364 -78%
TC
624
Telemus Capital
Michigan
$377K -$933 -4 -0.2%
WIM
625
WealthPlan Investment Management
Nebraska
$376K +$344K +1,474 New
23 24
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