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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
651
Calamos Wealth Management
Illinois
$1.03M +$622K +1,654 +168%
MMM
652
Mendel Money Management
Illinois
$1.02M -$37.6K -100 -4%
WI
653
WBI Investments
New Jersey
$1.02M +$36.1K +96 +4%
HIM
654
Hillsdale Investment Management
Ontario, Canada
$1.02M -$11.3K -30 -1%
SFI
655
Siemens Fonds Invest
Germany
$1.02M +$150K +398 +18%
CWP
656
Cyndeo Wealth Partners
Florida
$1.01M -$1.88K -5 -0.2%
AAS
657
Ameritas Advisory Services
Nebraska
$996K -$12K -32 -1%
MAWA
658
Moss Adams Wealth Advisors
Washington
$996K +$17.3K +46 +2%
FI
659
Finivi Inc
Massachusetts
$985K -$65.8K -175 -6%
GSWM
660
Golden State Wealth Management
California
$973K -$35.7K -95 -4%
WT
661
Whittier Trust
California
$969K -$41.7K -111 -5%
WWM
662
Western Wealth Management
Colorado
$969K -$33.8K -90 -3%
MYAM
663
Meiji Yasuda Asset Management
Japan
$968K -$162K -431 -15%
MW
664
Marble Wealth
Alabama
$955K +$923K +2,455 New
TPWM
665
Torrey-Payne Wealth Management
California
$952K +$851K +2,264 New
MAS
666
Meeder Advisory Services
Ohio
$948K +$422K +1,122 +85%
KA
667
Kintegral Advisory
New York
$939K -$24.8K -66 -3%
AFG
668
Atomi Financial Group
New York
$937K +$71K +189 +9%
NSIM
669
North Star Investment Management
Illinois
$937K +$3.76K +10 +0.4%
CCG
670
Ceeto Capital Group
Florida
$934K – – –
AWA
671
Aaron Wealth Advisors
Illinois
$930K +$670K +1,782 +293%
ICP
672
Interchange Capital Partners
Pennsylvania
$928K -$23.3K -62 -3%
CFO
673
Callan Family Office
Pennsylvania
$925K +$226K +600 +34%
MAM
674
Mystic Asset Management
Rhode Island
$923K -$3.76K -10 -0.4%
EPIM
675
Evelyn Partners Investment Management
$915K – – –
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