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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
GC
626
Grimes & Company
Massachusetts
$604K +$618 +2 +0.1%
MMM
627
Mendel Money Management
Illinois
$603K +$26.3K +85 +4%
BIAS
628
Beacon Investment Advisory Services
New Jersey
$603K – – –
BCM
629
Birmingham Capital Management
Alabama
$600K – – –
MC
630
Moors & Cabot
Massachusetts
$599K +$618 +2 +0.1%
CSS
631
Cubist Systematic Strategies
Connecticut
$598K +$647K +2,092 New
AF
632
Allworth Financial
California
$597K +$2.47K +8 +0.4%
WWM
633
WJ Wealth Management
Arizona
$595K – – –
DA
634
Drake & Associates
Wisconsin
$592K – – –
IIC
635
Integrated Investment Consultants
Michigan
$592K +$352K +1,139 +122%
HSA
636
HBK Sorce Advisory
Pennsylvania
$590K +$8.66K +28 +1%
MIM
637
MTM Investment Management
South Carolina
$584K +$30.9K +100 +5%
BFM
638
Boston Financial Management
Massachusetts
$584K -$216K -700 -26%
Wellington Management Group
639
Wellington Management Group
Massachusetts
$579K +$148K +480 +31%
RWA
640
Ropes Wealth Advisors
Massachusetts
$576K +$54.1K +175 +10%
EIG
641
Ellenbecker Investment Group
Wisconsin
$576K – – –
FAB
642
First American Bank
Illinois
$576K +$4.33K +14 +0.7%
UM
643
Ulysses Management
New York
$572K +$618K +2,000 New
MA
644
Mutual Advisors
Nebraska
$564K +$31.2K +101 +5%
CIA
645
Capital Investment Advisors
Georgia
$559K +$65.9K +213 +12%
MHIC
646
Marble Harbor Investment Counsel
Massachusetts
$546K – – –
TCA
647
Transcend Capital Advisors
New Jersey
$544K -$11.1K -36 -2%
WBC
648
Westpac Banking Corp
Australia
$543K +$588K +1,900 New
PHIC
649
Pine Haven Investment Counsel
Massachusetts
$538K – – –
VFA
650
Valeo Financial Advisors
Indiana
$537K +$204K +661 +54%