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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
676
One Capital Management
California
$221K +$202K +1,089 New
CWM
677
Centric Wealth Management
Illinois
$220K +$201K +1,087 New
AF
678
Advisornet Financial
Minnesota
$218K -$85.6K -462 -30%
HL
679
HeadInvest LLC
Maine
$215K +$196K +1,060 New
GG
680
Gofen & Glossberg
Illinois
$215K +$197K +1,063 New
AWM
681
Altium Wealth Management
New York
$213K +$195K +1,052 New
PI
682
Putnam Investments
Massachusetts
$212K +$194K +1,045 New
CCP
683
Corient Capital Partners
California
$209K +$191K +1,031 New
IIM
684
Ipswich Investment Management
Massachusetts
$209K +$191K +1,032 New
PCM
685
Parsons Capital Management
Rhode Island
$208K -$41.7K -225 -18%
VWM
686
Valley Wealth Managers
New Jersey
$208K +$190K +1,025 New
PCMC
687
Paragon Capital Management (Colorado)
Colorado
$207K +$190K +1,023 New
KFS
688
Kelly Financial Services
Massachusetts
$207K – – –
MCM
689
MAI Capital Management
Ohio
$206K +$188K +1,016 New
UB
690
UMB Bank
Missouri
$206K +$188K +1,016 New
CW
691
CreativeOne Wealth
Kansas
$205K +$188K +1,012 New
IUHSA
692
Itau Unibanco Holding S.A.
Brazil
$204K +$187K +1,007 New
9WM
693
9258 Wealth Management
Ohio
$203K +$185K +1,000 New
AAM
694
American Asset Management
Florida
$203K +$185K +1,000 New
SCI
695
S&CO Inc
Massachusetts
$203K +$185K +1,000 New
WSC
696
Wellington Shields & Co
New York
$203K +$185K +1,000 New
ECM
697
Estabrook Capital Management
New York
$203K – – –
S
698
Seeyond
France
$202K – – –
AAM
699
Aureus Asset Management
Massachusetts
$202K +$185K +996 New
GI
700
Gradient Investments
Minnesota
$199K – – –
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