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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
651
Frazier Financial Advisors
Ohio
$621K +$561K +2,000 New
JWCA
652
J.W. Cole Advisors
Florida
$614K -$288K -1,028 -34%
Bessemer Group
653
Bessemer Group
New Jersey
$614K -$50.7K -181 -8%
Capital Investment Advisors
654
Capital Investment Advisors
Georgia
$609K +$2.24K +8 +0.4%
Choreo LLC
655
Choreo LLC
Illinois
$609K +$160K +571 +41%
WI
656
Wahed Invest
New York
$608K +$42.3K +151 +8%
TWM
657
Trueblood Wealth Management
Ohio
$604K +$545K +1,946 New
TFG
658
Taylor Financial Group
Virginia
$597K +$539K +1,923 New
Valeo Financial Advisors
659
Valeo Financial Advisors
Indiana
$595K +$9.81K +35 +2%
MHIC
660
Marble Harbor Investment Counsel
Massachusetts
$593K – – –
Marex Group
661
Marex Group
$590K +$532K +1,899 New
Meridian Wealth Management
662
Meridian Wealth Management
Kentucky
$585K -$510K -1,819 -49%
Whittier Trust
663
Whittier Trust
California
$585K +$24.1K +86 +5%
PHIC
664
Pine Haven Investment Counsel
Massachusetts
$585K – – –
Park Avenue Securities
665
Park Avenue Securities
New York
$584K +$43.4K +155 +9%
XF
666
XML Financial
Maryland
$582K +$91.4K +326 +21%
SFI
667
Siemens Fonds Invest
Germany
$579K +$37.6K +134 +8%
AC
668
Addison Capital
Pennsylvania
$577K – – –
IIM
669
InTrack Investment Management
Vermont
$575K +$519K +1,852 New
Johnson Investment Counsel
670
Johnson Investment Counsel
Ohio
$568K +$561 +2 +0.1%
FAM
671
Formidable Asset Management
Ohio
$563K – – –
Clifford Swan Investment Counsel
672
Clifford Swan Investment Counsel
California
$562K -$280 -1 -0.1%
CI Investments Inc
673
CI Investments Inc
Ontario, Canada
$559K +$49.6K +177 +11%
CCG
674
Chatham Capital Group
Georgia
$557K – – –
SPG
675
Strategic Planning Group
Utah
$553K +$499K +1,782 New