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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
626
Verus Capital Partners
Arizona
$690K -$12.3K -44 -2%
NW
627
NewEdge Wealth
Pennsylvania
$683K -$96.7K -345 -14%
GI
628
GLOBALT Investments
Georgia
$682K +$616K +2,198 New
VEA
629
Virtus ETF Advisers
New York
$681K -$6.45K -23 -1%
RWP
630
RWA Wealth Partners
Massachusetts
$680K +$614K +2,191 New
CC
631
Corton Capital
Ontario, Canada
$678K +$246K +877 +67%
AAS
632
Annex Advisory Services
Wisconsin
$672K -$217K -774 -26%
ACM
633
Advisors Capital Management
New Jersey
$666K -$167K -595 -22%
IP
634
Intellectus Partners
California
$664K +$600K +2,140 New
KPWS
635
Kestra Private Wealth Services
Texas
$663K +$271K +968 +83%
MAS
636
Meeder Advisory Services
Ohio
$661K -$20.2K -72 -3%
BIAS
637
Beacon Investment Advisory Services
New Jersey
$655K – – –
BCM
638
Birmingham Capital Management
Alabama
$652K – – –
MC
639
Moors & Cabot
Massachusetts
$651K – – –
GC
640
Grimes & Company
Massachusetts
$649K -$6.17K -22 -1%
VSQM
641
V-Square Quantitative Management
Illinois
$649K +$143K +511 +32%
DA
642
Drake & Associates
Wisconsin
$646K +$2.52K +9 +0.4%
WWM
643
WJ Wealth Management
Arizona
$646K – – –
AF
644
Allworth Financial
California
$645K -$2.24K -8 -0.4%
HSA
645
HBK Sorce Advisory
Pennsylvania
$642K +$1.12K +4 +0.2%
UCFA
646
United Capital Financial Advisors
Texas
$637K +$161K +574 +39%
MIM
647
MTM Investment Management
South Carolina
$634K – – –
IAS
648
Insigneo Advisory Services
Florida
$632K +$44.8K +160 +9%
EIG
649
Ellenbecker Investment Group
Wisconsin
$628K +$1.68K +6 +0.3%
MA
650
Mutual Advisors
Nebraska
$627K +$13.5K +48 +2%
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