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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
MS
601
Madden Securities
Texas
$486K – – –
PHIC
602
Pine Haven Investment Counsel
Massachusetts
$485K – – –
AC
603
Addison Capital
Pennsylvania
$484K -$20.8K -83 -4%
TFS
604
TrustCore Financial Services
Tennessee
$478K -$6.53K -26 -1%
HPC
605
HM Payson & Co
Maine
$477K -$11.8K -47 -2%
FAM
606
Formidable Asset Management
Ohio
$475K – – –
SS
607
Simplicity Solutions
Minnesota
$473K +$89.1K +355 +24%
GIA
608
Gladstone Institutional Advisory
Florida
$471K -$56.5K -225 -11%
TC
609
Telemus Capital
Michigan
$469K – – –
MMM
610
Mendel Money Management
Illinois
$468K +$1K +4 +0.2%
MYLI
611
Meiji Yasuda Life Insurance
Japan
$464K +$452K +1,800 New
AI
612
Atom Investors
Texas
$463K -$255K -1,014 -36%
SC
613
Scotia Capital
Ontario, Canada
$462K +$451K +1,795 New
CCG
614
Chatham Capital Group
Georgia
$462K – – –
CIA
615
Choate Investment Advisors
Massachusetts
$460K -$28.9K -115 -6%
CA
616
Claro Advisors
Massachusetts
$459K +$99.2K +395 +28%
EWM
617
Evercore Wealth Management
New York
$458K +$37.4K +149 +9%
DACS
618
Dymon Asia Capital (Singapore)
Singapore
$457K -$2.34M -9,309 -84%
AWM
619
Avitas Wealth Management
California
$456K +$127K +506 +40%
NW
620
NewEdge Wealth
Pennsylvania
$449K +$99.2K +395 +29%
CIA
621
Capital Investment Advisors
Georgia
$449K +$1K +4 +0.2%
CCM
622
Chilton Capital Management
Texas
$448K – – –
BP
623
Ballentine Partners
Massachusetts
$441K +$170K +678 +66%
IC
624
Inscription Capital
Texas
$440K – – –
WWG
625
West Wealth Group
California
$438K +$2.01K +8 +0.5%