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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
676
Advisornet Financial
Minnesota
$218K -$85.6K -462 -30%
HL
677
HeadInvest LLC
Maine
$215K +$196K +1,060 New
GG
678
Gofen & Glossberg
Illinois
$215K +$197K +1,063 New
AWM
679
Altium Wealth Management
New York
$213K +$195K +1,052 New
PI
680
Putnam Investments
Massachusetts
$212K +$194K +1,045 New
CCP
681
Corient Capital Partners
California
$209K +$191K +1,031 New
IIM
682
Ipswich Investment Management
Massachusetts
$209K +$191K +1,032 New
PCM
683
Parsons Capital Management
Rhode Island
$208K -$41.7K -225 -18%
VWM
684
Valley Wealth Managers
New Jersey
$208K +$190K +1,025 New
PCMC
685
Paragon Capital Management (Colorado)
Colorado
$207K +$190K +1,023 New
KFS
686
Kelly Financial Services
Massachusetts
$207K – – –
MCM
687
MAI Capital Management
Ohio
$206K +$188K +1,016 New
UB
688
UMB Bank
Missouri
$206K +$188K +1,016 New
CW
689
CreativeOne Wealth
Kansas
$205K +$188K +1,012 New
IUHSA
690
Itau Unibanco Holding S.A.
Brazil
$204K +$187K +1,007 New
9WM
691
9258 Wealth Management
Ohio
$203K +$185K +1,000 New
AAM
692
American Asset Management
Florida
$203K +$185K +1,000 New
SCI
693
S&CO Inc
Massachusetts
$203K +$185K +1,000 New
WSC
694
Wellington Shields & Co
New York
$203K +$185K +1,000 New
ECM
695
Estabrook Capital Management
New York
$203K – – –
S
696
Seeyond
France
$202K – – –
AAM
697
Aureus Asset Management
Massachusetts
$202K +$185K +996 New
GI
698
Gradient Investments
Minnesota
$199K – – –
SBSB
699
Sullivan, Bruyette, Speros & Blaney
Virginia
$194K – – –
QT
700
Quantbot Technologies
New York
$193K +$177K +955 New
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