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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
601
HM Payson & Co
Maine
$477K -$11.8K -47 -2%
FAM
602
Formidable Asset Management
Ohio
$475K – – –
SS
603
Simplicity Solutions
Minnesota
$473K +$89.1K +355 +24%
GIA
604
Gladstone Institutional Advisory
Florida
$471K -$56.5K -225 -11%
TC
605
Telemus Capital
Michigan
$469K – – –
MMM
606
Mendel Money Management
Illinois
$468K +$1K +4 +0.2%
MYLI
607
Meiji Yasuda Life Insurance
Japan
$464K +$452K +1,800 New
AI
608
Atom Investors
Texas
$463K -$255K -1,014 -36%
SC
609
Scotia Capital
Ontario, Canada
$462K +$451K +1,795 New
CCG
610
Chatham Capital Group
Georgia
$462K – – –
CIA
611
Choate Investment Advisors
Massachusetts
$460K -$28.9K -115 -6%
CA
612
Claro Advisors
Massachusetts
$459K +$99.2K +395 +28%
EWM
613
Evercore Wealth Management
New York
$458K +$37.4K +149 +9%
DACS
614
Dymon Asia Capital (Singapore)
Singapore
$457K -$2.34M -9,309 -84%
AWM
615
Avitas Wealth Management
California
$456K +$127K +506 +40%
NW
616
NewEdge Wealth
Pennsylvania
$449K +$99.2K +395 +29%
CIA
617
Capital Investment Advisors
Georgia
$449K +$1K +4 +0.2%
CCM
618
Chilton Capital Management
Texas
$448K – – –
BP
619
Ballentine Partners
Massachusetts
$441K +$170K +678 +66%
IC
620
Inscription Capital
Texas
$440K – – –
WWG
621
West Wealth Group
California
$438K +$2.01K +8 +0.5%
CCC
622
Chelsea Counsel Company
California
$436K +$425K +1,692 New
PA
623
Procyon Advisors
Connecticut
$433K +$422K +1,683 New
WIM
624
WealthPlan Investment Management
Nebraska
$433K – – –
FFA
625
Fragasso Financial Advisors
Pennsylvania
$433K – – –
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