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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
676
Sentry Investment Management
Wisconsin
$355K
CAN
677
Claraphi Advisory Network
United States
$353K +$2.97K +11 +0.9%
9WM
678
9258 Wealth Management
Ohio
$352K +$14K +52 +4%
Carson Wealth (CWM LLC)
679
Carson Wealth (CWM LLC)
Nebraska
$351K
FPS
680
Fieldpoint Private Securities
Connecticut
$351K +$295K +1,092 +10,920%
SAM
681
Steinberg Asset Management
New York
$350K
FHB
682
First Hawaiian Bank
Hawaii
$349K -$38.6K -143 -10%
VAS
683
Vestmark Advisory Solutions
Massachusetts
$348K +$67.4K +250 +26%
TCPWM
684
Traverso Chambers Private Wealth Management
California
$347K
GLA
685
Great Lakes Advisors
Illinois
$346K -$3.51K -13 -1%
DAS
686
Dynamic Advisor Solutions
Arizona
$346K +$17.3K +64 +6%
LW
687
Linscomb Wealth
Texas
$345K -$52.1K -193 -14%
ECM
688
Evergreen Capital Management
Washington
$345K +$5.13K +19 +2%
CGA
689
Crescent Grove Advisors
Illinois
$341K
LIA
690
LS Investment Advisors
Michigan
$338K -$458K -1,697 -59%
CFFP
691
Center for Financial Planning
Michigan
$338K
RE
692
RBC Europe
United Kingdom
$338K
IWM
693
IHT Wealth Management
Illinois
$337K +$318K +1,179 New
BCA
694
Bay Colony Advisors
Massachusetts
$336K
PA
695
Parallel Advisors
California
$335K +$20.2K +75 +7%
ABC
696
Associated Banc-Corp
Wisconsin
$335K +$316K +1,172 New
LSAG
697
Lake Street Advisors Group
New Hampshire
$334K +$1.08K +4 +0.4%
BU
698
BBVA USA
Alabama
$334K +$315K +1,167 New
1W
699
1776 Wealth
Georgia
$330K
CRCM
700
Corbett Road Capital Management
Virginia
$327K -$39.9K -148 -11%