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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
M
701
MOTCO
Texas
$50K
BAM
702
Bruderman Asset Management
New York
$50K +$174 +1 +0.3%
KA
703
Kaizen Advisory
Illinois
$50K +$30.9K +178 +144%
TFS
704
TrustCore Financial Services
Tennessee
$50K +$52.5K +302 New
MFBTD
705
MB Financial Bank - Trust Department
Illinois
$48K +$21K +121 +72%
LWA
706
Lowe Wealth Advisors
Maryland
$47K
IFAM
707
Institutional & Family Asset Management
Colorado
$46K +$48.5K +279 New
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.9K -$116K -669 -71%
RWA
709
Ropes Wealth Advisors
Massachusetts
$42K
LC
710
Landaas & Company
Wisconsin
$42K +$43.4K +250 New
LYV
711
Live Your Vision
Pennsylvania
$41K
TG
712
TLP Group
Illinois
$38K -$384K -2,208 -91%
CLOS
713
Compagnie Lombard Odier SCmA
Switzerland
$37K +$38.6K +222 New
HR
714
Howe & Rusling
New York
$36K
PAI
715
Pittenger & Anderson Inc
Nebraska
$34K
ADL
716
Asset Dedication LLC
California
$33K
EDRH
717
Edmond de Rothschild Holding
Switzerland
$33K
IBOK
718
Independence Bank of Kentucky
Kentucky
$33K
PS
719
Portfolio Strategies
New York
$33K
BAMCO Inc
720
BAMCO Inc
New York
$32K
BFC
721
Bedel Financial Consulting
Indiana
$32K +$33K +190 New
CAW
722
Cornerstone Advisors (Washington)
Washington
$31K
LWA
723
Lenox Wealth Advisors
New York
$30K -$521 -3 -2%
RWP
724
RWA Wealth Partners
Massachusetts
$29K
HL
725
Harding Loevner
New Jersey
$28K