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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
RWA Wealth Partners
626
RWA Wealth Partners
Massachusetts
$666K +$27.1K +94 +4%
MCCP
627
Mission Creek Capital Partners
California
$665K -$436K -1,513 -40%
Choate Investment Advisors
628
Choate Investment Advisors
Massachusetts
$663K +$576 +2 +0.1%
Annex Advisory Services
629
Annex Advisory Services
Wisconsin
$662K +$31.1K +108 +5%
Empirical Wealth Management
630
Empirical Wealth Management
Washington
$660K -$58.2K -202 -8%
AC
631
Addison Capital
Pennsylvania
$659K +$116K +402 +22%
Caxton Associates (New York)
632
Caxton Associates (New York)
New York
$655K – – –
WI
633
Wahed Invest
New York
$655K +$82.9K +288 +15%
DIP
634
Davis Investment Partners
North Carolina
$653K – – –
KA
635
Kintegral Advisory
New York
$650K -$2.02K -7 -0.3%
LIM
636
Leavell Investment Management
Alabama
$648K +$210K +728 +49%
Jefferies Financial Group
637
Jefferies Financial Group
New York
$641K -$1.17M -4,050 -65%
GSC
638
Grey Street Capital
Illinois
$637K +$630K +2,186 New
Kovitz Investment Group Partners
639
Kovitz Investment Group Partners
Illinois
$633K +$626K +2,174 New
MAWA
640
Moss Adams Wealth Advisors
Washington
$632K +$267K +927 +75%
Wealthspire Advisors (New York)
641
Wealthspire Advisors (New York)
New York
$631K -$84.1K -292 -12%
IAS
642
Insigneo Advisory Services
Florida
$630K +$36K +125 +6%
MAS
643
Meeder Advisory Services
Ohio
$626K +$6.05K +21 +1%
Aptus Capital Advisors
644
Aptus Capital Advisors
Alabama
$621K +$207K +718 +51%
CI Investments Inc
645
CI Investments Inc
Ontario, Canada
$620K +$94.5K +328 +18%
PI
646
PFG Investments
New York
$619K +$612K +2,126 New
JWCA
647
J.W. Cole Advisors
Florida
$617K +$40.6K +141 +7%
GLOBALT Investments
648
GLOBALT Investments
Georgia
$617K -$23K -80 -4%
NERM
649
New England Research & Management
Illinois
$616K +$302K +1,050 +99%
BIAS
650
Beacon Investment Advisory Services
New Jersey
$614K -$864 -3 -0.1%