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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
Baystate Wealth Management
Massachusetts
$518K +$289 +1 +0.1%
AG
677
Ascent Group
Virginia
$516K -$14.4K -50 -3%
CCA
678
Checchi Capital Advisers
California
$515K -$5.49K -19 -1%
HCM
679
Hutchinson Capital Management
California
$513K +$289 +1 +0.1%
PCM
680
Prelude Capital Management
New York
$511K -$327K -1,134 -42%
RJT
681
Raymond James Trust
Florida
$510K -$340K -1,178 -43%
Wellington Management Group
682
Wellington Management Group
Massachusetts
$509K +$170K +589 +62%
PWMG
683
Prestige Wealth Management Group
New Jersey
$508K +$32.1K +111 +8%
HCM
684
Hengehold Capital Management
Ohio
$506K – – –
APA
685
Astoria Portfolio Advisors
New York
$502K – – –
HI
686
Horizon Investments
North Carolina
$499K +$5.78K +20 +1%
MIS
687
Morningstar Investment Services
Illinois
$499K +$58.6K +203 +15%
SWM
688
SeaCrest Wealth Management
New York
$498K +$13.9K +48 +3%
XF
689
XML Financial
Maryland
$497K +$53.4K +185 +14%
MA
690
Montag & Associates
Georgia
$496K – – –
BL
691
Balentine LLC
Georgia
$495K +$34.1K +118 +9%
WIM
692
Westside Investment Management
California
$494K – – –
CCG
693
Ceeto Capital Group
Florida
$494K – – –
PA
694
Parallel Advisors
California
$493K -$10.4K -36 -2%
FP
695
Foundry Partners
Minnesota
$491K – – –
BCA
696
Bay Colony Advisors
Massachusetts
$489K -$7.22K -25 -2%
Wealth Enhancement Advisory Services
697
Wealth Enhancement Advisory Services
Minnesota
$486K +$28.6K +99 +7%
SBWIC
698
Schaper Benz & Wise Investment Counsel
Wisconsin
$482K +$144K +497 +52%
BW
699
Basepoint Wealth
Iowa
$481K – – –
OIA
700
OneDigital Investment Advisors
Kansas
$478K +$6.06K +21 +1%