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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
651
Insigneo Advisory Services
Florida
$537K +$56.9K +184 +11%
AC
652
Addison Capital
Pennsylvania
$531K – – –
JIC
653
Johnson Investment Counsel
Ohio
$523K +$119K +386 +27%
HH
654
Hilltop Holdings
Texas
$521K -$5.57K -18 -1%
FAM
655
Formidable Asset Management
Ohio
$518K – – –
CSIC
656
Clifford Swan Investment Counsel
California
$518K -$148K -477 -21%
WI
657
Wahed Invest
New York
$517K +$45.5K +147 +9%
WT
658
Whittier Trust
California
$514K +$4.33K +14 +0.8%
CCG
659
Chatham Capital Group
Georgia
$513K – – –
Capstone Investment Advisors
660
Capstone Investment Advisors
New York
$510K +$517K +1,671 +1,479%
PA
661
Procyon Advisors
Connecticut
$508K -$7.73K -25 -1%
SEEDPG
662
S.E.E.D. Planning Group
New York
$507K +$2.78K +9 +0.5%
SWM
663
SeaCrest Wealth Management
New York
$507K +$81K +262 +17%
LNC
664
Lincoln National Corp
Pennsylvania
$504K -$28.1K -91 -5%
TC
665
Telemus Capital
Michigan
$501K – – –
SFI
666
Siemens Fonds Invest
Germany
$495K +$135K +437 +34%
HW
667
Hancock Whitney
Mississippi
$495K +$618 +2 +0.1%
PAS
668
Park Avenue Securities
New York
$493K +$534K +1,726 New
WWG
669
West Wealth Group
California
$491K +$1.85K +6 +0.4%
DC
670
Diametric Capital
Massachusetts
$490K -$545K -1,761 -51%
EWM
671
Evercore Wealth Management
New York
$488K -$17K -55 -3%
FFA
672
Fragasso Financial Advisors
Pennsylvania
$485K -$928 -3 -0.2%
TCOV
673
Trust Company of Vermont
Vermont
$485K +$243K +785 +86%
HAIM
674
Hunter Associates Investment Management
Pennsylvania
$485K -$168K -542 -24%
CAI
675
Capital Advisors Inc
Oklahoma
$483K +$144K +466 +38%