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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
651
Avalon Investment & Advisory
Texas
$339K -$98.4K -422 -21%
CCT
652
Capital City Trust
Florida
$339K – – –
NSIM
653
North Star Investment Management
Illinois
$338K – – –
ECM
654
Evergreen Capital Management
Washington
$338K +$76.2K +327 +26%
HCM
655
Hengehold Capital Management
Ohio
$334K -$11.2K -48 -3%
PRS
656
Pinkerton Retirement Specialists
Idaho
$332K +$360K +1,544 New
WI
657
Wintrust Investments
Illinois
$331K +$20.8K +89 +6%
WAP
658
Wealthcare Advisory Partners
Pennsylvania
$329K +$8.63K +37 +2%
MOS
659
MGO One Seven
Ohio
$329K +$147K +631 New
BW
660
Basepoint Wealth
Iowa
$327K – – –
KPWS
661
Kestra Private Wealth Services
Texas
$327K -$80.9K -347 -19%
FP
662
Foundry Partners
Minnesota
$325K +$90.9K +390 +35%
PP
663
Patron Partners
Texas
$324K -$6.53K -28 -2%
MA
664
Montag & Associates
Georgia
$324K – – –
AP
665
Adero Partners
California
$324K +$3.26K +14 +1%
HSA
666
HBK Sorce Advisory
Pennsylvania
$324K +$90.7K +389 +35%
TWM
667
Triton Wealth Management
Arizona
$323K -$56.2K -241 -15%
CCG
668
Ceeto Capital Group
Florida
$323K – – –
RHBC
669
R.H. Bluestein & Co
Michigan
$323K – – –
T
670
TCWP
Ohio
$322K +$4.2K +18 +1%
SS
671
Simplicity Solutions
Minnesota
$319K +$60.4K +259 +21%
SFCL
672
Strengthening Families & Communities LLC
Massachusetts
$318K +$64.1K +275 +23%
AAS
673
Annex Advisory Services
Wisconsin
$317K +$51.1K +219 +17%
SA
674
Sicart Associates
New York
$316K +$46.6K +200 +16%
MS
675
Maven Securities
Jersey
$315K -$357K -1,533 -51%
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