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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
Evercore Wealth Management
651
Evercore Wealth Management
New York
$423K – – –
Montag & Associates
652
Montag & Associates
Georgia
$422K – – –
RHBC
653
R.H. Bluestein & Co
Michigan
$420K -$144K -500 -25%
CCG
654
Ceeto Capital Group
Florida
$420K – – –
KIG
655
Kowal Investment Group
Wisconsin
$413K +$5.75K +20 +1%
HAIM
656
Hunter Associates Investment Management
Pennsylvania
$406K -$43.1K -150 -9%
United Capital Financial Advisors
657
United Capital Financial Advisors
Texas
$405K +$12.1K +42 +3%
Freestone Capital Holdings
658
Freestone Capital Holdings
Washington
$400K -$23.3K -81 -5%
WI
659
Wintrust Investments
Illinois
$400K +$575 +2 +0.1%
FAG
660
Fortitude Advisory Group
Washington
$399K -$29.6K -103 -7%
Castleark Management
661
Castleark Management
Illinois
$398K – – –
AIA Group
662
AIA Group
Hong Kong
$397K +$119K +413 +41%
Great Valley Advisor Group
663
Great Valley Advisor Group
Delaware
$395K +$137K +476 +51%
CAM
664
Costello Asset Management
Pennsylvania
$392K – – –
MC
665
Middleton & Co
Massachusetts
$392K – – –
ACP
666
Aviance Capital Partners
Florida
$391K – – –
ET
667
Equitable Trust
Tennessee
$388K – – –
FMLI
668
Fukoku Mutual Life Insurance
Japan
$386K – – –
Profund Advisors
669
Profund Advisors
Maryland
$385K -$79.6K -277 -17%
9WM
670
9258 Wealth Management
Ohio
$385K -$13.2K -46 -3%
WI
671
Wahed Invest
New York
$383K -$5.75K -20 -1%
STAS
672
Strong Tower Advisory Services
Minnesota
$382K -$15.2K -53 -4%
Bailard
673
Bailard
California
$382K +$18.1K +63 +5%
XTX Topco
674
XTX Topco
Cayman Islands
$382K +$392K +1,365 New
AP
675
Adero Partners
California
$381K – – –