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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CCC
651
Chelsea Counsel Company
California
$590K – – –
FFA
652
Fragasso Financial Advisors
Pennsylvania
$586K -$108K -325 -16%
EWA
653
EP Wealth Advisors
California
$586K +$7.28K +22 +1%
WWG
654
West Wealth Group
California
$582K +$552K +1,668 New
CCI
655
Credit Capital Investments
New Jersey
$580K +$550K +1,662 New
OPS
656
Orion Portfolio Solutions
Nebraska
$577K +$548K +1,655 New
PA
657
Profund Advisors
Maryland
$576K -$5.3K -16 -1%
CCA
658
Cobblestone Capital Advisors
New York
$574K – – –
WAP
659
Wealthcare Advisory Partners
Pennsylvania
$574K +$187K +564 +52%
LOAMS
660
Lombard Odier Asset Management (Switzerland)
Switzerland
$574K +$545K +1,646 New
MA
661
Mutual Advisors
Nebraska
$569K +$662 +2 +0.1%
BMC
662
Beaton Management Company
Massachusetts
$563K – – –
EWM
663
Evermay Wealth Management
Virginia
$563K +$321K +971 +151%
FAM
664
Fred Alger Management
New York
$559K – – –
HCM
665
Hengehold Capital Management
Ohio
$558K – – –
HAIM
666
Hunter Associates Investment Management
Pennsylvania
$558K – – –
PMG
667
ProVise Management Group
Florida
$558K +$530K +1,600 New
SP
668
Symmetry Partners
Connecticut
$555K – – –
VAS
669
Vestmark Advisory Solutions
Massachusetts
$550K +$72.8K +220 +16%
CGL
670
Clarius Group LLC
Washington
$544K +$22.2K +67 +4%
SFI
671
Siemens Fonds Invest
Germany
$539K +$105K +316 +26%
Voloridge Investment Management
672
Voloridge Investment Management
Florida
$537K -$12.9M -38,946 -96%
PP
673
Patron Partners
Texas
$536K – – –
BWM
674
Baystate Wealth Management
Massachusetts
$535K – – –
ACM
675
Alethea Capital Management
Washington
$533K +$506K +1,528 New