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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
GG
651
Gofen & Glossberg
Illinois
$201K +$192K +1,072 New
OWA
652
One Wealth Advisors
California
$192K -$6.98K -39 -4%
FMT
653
First Mercantile Trust
Tennessee
$189K -$39.7K -222 -18%
BC
654
Bartlett & Co
Ohio
$189K +$1.07K +6 +0.6%
BCWM
655
Bartlett & Co Wealth Management
Ohio
$189K +$1.07K +6 +0.6%
ECM
656
Estabrook Capital Management
New York
$188K
WF
657
WealthTrust Fairport
Ohio
$187K +$895 +5 +0.5%
GI
658
Gradient Investments
Minnesota
$186K
KBFS
659
Kohmann Bosshard Financial Services
Ohio
$186K
VIA
660
Vantage Investment Advisors
Pennsylvania
$185K
TCOV
661
Trust Company of Vermont
Vermont
$168K
WAP
662
Wealthcare Advisory Partners
Pennsylvania
$165K +$36.5K +204 +30%
Rockefeller Capital Management
663
Rockefeller Capital Management
New York
$155K
NIMI
664
Natixis Investment Managers International
France
$155K +$40.1K +224 +37%
IA
665
IFP Advisors
Florida
$153K +$7.52K +42 +5%
BAM
666
Belpointe Asset Management
Nevada
$149K +$142K +794 New
WSTAM
667
Wilbanks Smith & Thomas Asset Management
Virginia
$149K +$142K +794 New
JCM
668
Jacobi Capital Management
Pennsylvania
$144K
AA
669
AlphaMark Advisors
Kentucky
$141K -$895 -5 -0.7%
RWA
670
Ropes Wealth Advisors
Massachusetts
$141K +$89.5K +500 +200%
VFA
671
Valeo Financial Advisors
Indiana
$139K -$5.19K -29 -3%
CFA
672
Carroll Financial Associates
North Carolina
$136K
AIS
673
Accurate Investment Solutions
Pennsylvania
$134K
AF
674
Advisornet Financial
Minnesota
$134K +$7.88K +44 +7%
ARMT
675
Amica Retiree Medical Trust
Rhode Island
$132K