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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
676
Fortitude Advisory Group
Washington
$533K +$506K +1,529 New
BW
677
Basepoint Wealth
Iowa
$532K +$505K +1,524 New
PGH
678
Partners Group Holding
Switzerland
$531K – – –
AIP
679
Ameritas Investment Partners
Nebraska
$530K -$29.1K -88 -5%
CG
680
Caprock Group
Idaho
$530K +$5.3K +16 +1%
EWM
681
Evercore Wealth Management
New York
$527K – – –
MA
682
Montag & Associates
Georgia
$526K -$2.32K -7 -0.5%
FCH
683
Freestone Capital Holdings
Washington
$526K +$2.98K +9 +0.6%
ST
684
Smithfield Trust
Pennsylvania
$524K +$10.3K +31 +2%
CCM
685
Coldstream Capital Management
Washington
$524K +$497K +1,502 New
CCG
686
Ceeto Capital Group
Florida
$523K – – –
GAM
687
Gotham Asset Management
New York
$521K -$1.26M -3,819 -72%
KIG
688
Kowal Investment Group
Wisconsin
$508K +$1.99K +6 +0.4%
AF
689
Advisornet Financial
Minnesota
$508K +$17.2K +52 +4%
Carson Wealth (CWM LLC)
690
Carson Wealth (CWM LLC)
Nebraska
$507K +$481K +1,454 New
WI
691
Wintrust Investments
Illinois
$498K +$473K +1,428 New
EBT
692
Enterprise Bank & Trust
Massachusetts
$497K -$19.2K -58 -4%
9WM
693
9258 Wealth Management
Ohio
$496K +$41.1K +124 +10%
CM
694
Castleark Management
Illinois
$495K – – –
STAS
695
Strong Tower Advisory Services
Minnesota
$495K +$91.7K +277 +24%
UCFA
696
United Capital Financial Advisors
Texas
$490K +$28.8K +87 +7%
MC
697
Middleton & Co
Massachusetts
$488K -$82.8K -250 -15%
CAM
698
Costello Asset Management
Pennsylvania
$488K – – –
KA
699
Keene & Associates
Texas
$488K +$463K +1,399 New
ACP
700
Aviance Capital Partners
Florida
$487K – – –