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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
B
626
Bailard
California
$368K +$131K +562 +49%
IC
627
Inscription Capital
Texas
$367K – – –
OR
628
Olympiad Research
Connecticut
$366K +$397K +1,702 New
WWG
629
West Wealth Group
California
$363K +$1.63K +7 +0.4%
FFA
630
Fragasso Financial Advisors
Pennsylvania
$361K – – –
SWA
631
Stratos Wealth Advisors
Ohio
$361K +$233 +1 +0.1%
KWM
632
Kingsview Wealth Management
Oregon
$357K +$142K +607 +58%
NL
633
Navalign LLC
California
$355K – – –
SVWAG
634
Sound View Wealth Advisors Group
Georgia
$352K -$37.3K -160 -9%
EWM
635
Evercore Wealth Management
New York
$351K – – –
OPPTF
636
OPSEU Pension Plan Trust Fund
Ontario, Canada
$349K +$2.33K +10 +0.7%
BWM
637
Baystate Wealth Management
Massachusetts
$349K +$18.4K +79 +5%
AG
638
Ascent Group
Virginia
$347K +$6.29K +27 +2%
FFN
639
Focus Financial Network
Minnesota
$346K +$86K +369 +30%
FAM
640
Fred Alger Management
New York
$345K – – –
FCBT
641
First Citizens Bank & Trust
North Carolina
$344K -$17.3K -74 -4%
PMG
642
ProVise Management Group
Florida
$344K – – –
SP
643
Symmetry Partners
Connecticut
$342K – – –
CAAS
644
Capital Asset Advisory Services
Michigan
$341K -$64.4K -276 -15%
CCA
645
Cadent Capital Advisors
Oklahoma
$341K +$369K +1,584 New
BL
646
Balentine LLC
Georgia
$340K +$67.2K +288 +22%
AIA
647
Avalon Investment & Advisory
Texas
$339K -$98.4K -422 -21%
CCT
648
Capital City Trust
Florida
$339K – – –
NSIM
649
North Star Investment Management
Illinois
$338K – – –
ECM
650
Evergreen Capital Management
Washington
$338K +$76.2K +327 +26%
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