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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
651
IFP Advisors
Florida
$392K -$1.49M -5,945 -63%
BW
652
Basepoint Wealth
Iowa
$392K – – –
AIP
653
Ameritas Investment Partners
Nebraska
$392K – – –
LNC
654
Lincoln National Corp
Pennsylvania
$392K -$51.7K -206 -12%
PA
655
Parallel Advisors
California
$391K +$25.9K +103 +7%
FP
656
Foundry Partners
Minnesota
$390K – – –
BCA
657
Bay Colony Advisors
Massachusetts
$389K +$18.8K +75 +5%
MA
658
Montag & Associates
Georgia
$388K – – –
CCG
659
Ceeto Capital Group
Florida
$386K – – –
MCCP
660
Mission Creek Capital Partners
California
$385K +$103K +409 +38%
WI
661
Wahed Invest
New York
$384K +$35.6K +142 +11%
CCA
662
Checchi Capital Advisers
California
$383K +$16.6K +66 +5%
PP
663
Patron Partners
Texas
$380K -$7.03K -28 -2%
O
664
Ossiam
France
$377K -$287K -1,144 -44%
ARMT
665
Amica Retiree Medical Trust
Rhode Island
$373K – – –
VAS
666
Vestmark Advisory Solutions
Massachusetts
$372K +$6.53K +26 +2%
JIC
667
Johnson Investment Counsel
Ohio
$371K +$93.4K +372 +35%
WSTAM
668
Wilbanks Smith & Thomas Asset Management
Virginia
$370K +$2.01K +8 +0.6%
BA
669
Bridge Advisory
California
$370K – – –
T
670
TCWP
Ohio
$370K -$15.8K -63 -4%
SWM
671
SeaCrest Wealth Management
New York
$370K +$105K +420 +41%
FAG
672
Fortitude Advisory Group
Washington
$368K +$6.28K +25 +2%
AG
673
Ascent Group
Virginia
$368K +$17.6K +70 +5%
CI
674
Cigna Investments
Connecticut
$366K -$3.51K -14 -1%
SCM
675
Stevens Capital Management
Pennsylvania
$366K +$356K +1,420 New
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