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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
651
Bar Harbor Wealth Management
New Hampshire
$489K -$201K -746 -30%
BRWA
652
B. Riley Wealth Advisors
Florida
$489K -$3.46M -12,817 -88%
TCM
653
Twin Capital Management
Pennsylvania
$488K – – –
KLCM
654
KG&L Capital Management
Louisiana
$488K +$72.6K +269 +18%
TCA
655
Transcend Capital Advisors
New Jersey
$485K -$10.3K -38 -2%
HW
656
Hancock Whitney
Mississippi
$485K -$11.3K -42 -2%
APWM
657
Argonautica Private Wealth Management
Massachusetts
$483K +$263K +973 +125%
WWG
658
West Wealth Group
California
$478K +$2.16K +8 +0.5%
OWA
659
Octavia Wealth Advisors
Ohio
$477K +$467K +1,732 New
CSA
660
Cottage Street Advisors
Massachusetts
$476K +$85K +315 +22%
TCOV
661
Trust Company of Vermont
Vermont
$475K +$7.29K +27 +2%
CWS
662
Confluence Wealth Services
Pennsylvania
$472K +$45.6K +169 +11%
STAS
663
Strong Tower Advisory Services
Minnesota
$471K +$29.4K +109 +7%
EWS
664
Eagle Wealth Strategies
New Jersey
$470K – – –
CA
665
Claro Advisors
Massachusetts
$466K -$638K -2,366 -58%
NL
666
Navalign LLC
California
$466K +$2.43K +9 +0.5%
PA
667
Procyon Advisors
Connecticut
$464K +$6.48K +24 +1%
1SB
668
1ST Source Bank
Indiana
$463K – – –
HAIM
669
Hunter Associates Investment Management
Pennsylvania
$462K – – –
CCC
670
Chelsea Counsel Company
California
$460K – – –
APA
671
Astoria Portfolio Advisors
New York
$460K +$2.16K +8 +0.5%
Nomura Holdings
672
Nomura Holdings
Japan
$453K +$198K +732 +80%
TWM
673
Trueblood Wealth Management
Ohio
$453K -$2.7K -10 -0.6%
XF
674
XML Financial
Maryland
$451K -$81K -300 -15%
FAM
675
Formidable Asset Management
Ohio
$451K +$4.59K +17 +1%