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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
626
Csenge Advisory Group
Florida
$409K +$489 +2 +0.1%
KPWS
627
Kestra Private Wealth Services
Texas
$409K +$91.5K +374 +29%
IA
628
IndexIQ Advisors
New York
$407K +$187K +764 +89%
UCFA
629
United Capital Financial Advisors
Texas
$405K -$87.6K -358 -18%
MHIC
630
Marble Harbor Investment Counsel
Massachusetts
$401K -$15.9K -65 -4%
HCM
631
Hengehold Capital Management
Ohio
$401K – – –
PA
632
Profund Advisors
Maryland
$400K +$1.22K +5 +0.3%
KIG
633
Kowal Investment Group
Wisconsin
$396K +$365K +1,492 New
QT
634
Quantamental Technologies
New York
$395K -$170K -697 -31%
EWA
635
EP Wealth Advisors
California
$392K +$5.87K +24 +2%
RC
636
RegentAtlantic Capital
New Jersey
$388K -$4.16K -17 -1%
EWM
637
Evercore Wealth Management
New York
$388K – – –
MA
638
Mutual Advisors
Nebraska
$388K – – –
BSA
639
Braun Stacey Associates
New York
$386K +$376K +1,538 New
BWM
640
Baystate Wealth Management
Massachusetts
$385K -$77.8K -318 -17%
MA
641
Montag & Associates
Georgia
$380K +$371K +1,515 New
HPC
642
HM Payson & Co
Maine
$379K – – –
CCG
643
Ceeto Capital Group
Florida
$376K – – –
EBT
644
Enterprise Bank & Trust
Massachusetts
$372K – – –
S
645
SignatureFD
Georgia
$372K +$1.47K +6 +0.4%
TIA
646
Tiemann Investment Advisors
California
$365K – – –
MCM
647
Mainstay Capital Management
Michigan
$362K +$1.71K +7 +0.5%
LW
648
Linscomb Wealth
Texas
$357K -$245 -1 -0.1%
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$355K +$192K +786 +125%
PP
650
Prudential plc
United Kingdom
$354K -$688K -2,811 -67%
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