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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
626
Perbak Capital Partners
United Kingdom
$552K +$595K +2,136 New
SFS
627
Stiles Financial Services
Minnesota
$552K -$32.8K -118 -5%
SAM
628
Silvercrest Asset Management
New York
$551K +$593K +2,131 New
DA
629
Drake & Associates
Wisconsin
$551K +$2.78K +10 +0.5%
CFP
630
Cascade Financial Partners
California
$548K -$156K -560 -21%
GC
631
Grimes & Company
Massachusetts
$546K +$11.1K +40 +2%
NRS
632
Neville Rodie & Shaw
New York
$543K – – –
BCM
633
Birmingham Capital Management
Alabama
$543K – – –
VCP
634
Verus Capital Partners
Arizona
$541K – – –
ICP
635
Interchange Capital Partners
Pennsylvania
$538K – – –
WWM
636
WJ Wealth Management
Arizona
$537K – – –
CIA
637
Capital Investment Advisors
Georgia
$536K +$39.5K +142 +7%
KWM
638
Kingsview Wealth Management
Oregon
$529K -$21.7K -78 -4%
ACM
639
Advisors Capital Management
New Jersey
$525K -$3.62K -13 -0.6%
LI
640
LRI Investments
Florida
$524K – – –
VFA
641
Valeo Financial Advisors
Indiana
$522K +$220K +792 +64%
EIG
642
Ellenbecker Investment Group
Wisconsin
$520K +$6.12K +22 +1%
MSA
643
MUFG Securities Americas
New York
$517K +$93.2K +335 +20%
HSA
644
HBK Sorce Advisory
Pennsylvania
$517K -$278 -1 -0%
HIMS
645
Hager Investment Management Services
New Hampshire
$512K -$22.3K -80 -4%
PI
646
PFG Investments
New York
$508K -$13.4K -48 -2%
S
647
SignatureFD
Georgia
$508K -$147K -528 -21%
MIM
648
MTM Investment Management
South Carolina
$507K -$23.7K -85 -4%
TPCW
649
TD Private Client Wealth
New York
$501K +$115K +413 +27%
SFI
650
Siemens Fonds Invest
Germany
$500K +$23.9K +86 +5%
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