ROK icon

Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Capital Investment Advisors
Georgia
$574K -$866 -3 -0.2%
HW
652
Hancock Whitney
Mississippi
$569K +$499K +1,728 New
SB
653
Simmons Bank
Arkansas
$566K +$241K +833 +94%
VNA
654
Valley National Advisers
Pennsylvania
$565K -$24K -83 -5%
MSAM
655
Moloney Securities Asset Management
Missouri
$565K +$495K +1,715 New
WWG
656
West Wealth Group
California
$564K +$2.02K +7 +0.4%
FFA
657
Fragasso Financial Advisors
Pennsylvania
$560K -$577 -2 -0.1%
CW
658
CreativeOne Wealth
Kansas
$560K +$152K +528 +45%
AWM
659
Avitas Wealth Management
California
$558K -$7.51K -26 -2%
IAS
660
Insigneo Advisory Services
Florida
$558K +$168K +583 +53%
XT
661
XTX Topco
Cayman Islands
$553K +$485K +1,678 New
CCC
662
Chelsea Counsel Company
California
$551K – – –
NL
663
Navalign LLC
California
$550K +$2.02K +7 +0.4%
WI
664
Wahed Invest
New York
$547K +$65.3K +226 +16%
DA
665
DCM Advisors
New York
$546K – – –
SA
666
Sicart Associates
New York
$544K – – –
CCM
667
Chilton Capital Management
Texas
$540K – – –
CCT
668
Capital City Trust
Florida
$535K – – –
MS
669
Madden Securities
Texas
$530K -$79.4K -275 -15%
FAM
670
Fred Alger Management
New York
$528K – – –
FCBT
671
First Citizens Bank & Trust
North Carolina
$527K – – –
PMG
672
ProVise Management Group
Florida
$527K – – –
CCA
673
Cadent Capital Advisors
Oklahoma
$526K +$866 +3 +0.2%
SP
674
Symmetry Partners
Connecticut
$524K – – –
CI Investments Inc
675
CI Investments Inc
Ontario, Canada
$519K +$9.53K +33 +2%