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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
PWW
701
Pettyjohn Wood & White
Virginia
$242K – – –
CCA
702
Checchi Capital Advisers
California
$238K +$3.58K +16 +2%
9WM
703
9258 Wealth Management
Ohio
$237K – – –
MYAM
704
Meiji Yasuda Asset Management
Japan
$236K -$101K -450 -30%
GG
705
Gofen & Glossberg
Illinois
$235K – – –
Cerity Partners
706
Cerity Partners
New York
$233K -$3.58K -16 -1%
VF
707
Virtu Financial
New York
$232K +$235K +1,053 New
MCM
708
MAI Capital Management
Ohio
$231K +$8.04K +36 +4%
SW
709
SVB Wealth
Massachusetts
$231K +$14.3K +64 +7%
SIAS
710
Shine Investment Advisory Services
Colorado
$231K +$44K +197 +23%
WWM
711
WJ Wealth Management
Arizona
$230K -$232K -1,040 -50%
P
712
Pitcairn
Pennsylvania
$230K -$223 -1 -0.1%
MCM
713
Maple Capital Management
Vermont
$229K – – –
DAS
714
Dynamic Advisor Solutions
Arizona
$229K +$1.79K +8 +0.8%
PCM
715
Parsons Capital Management
Rhode Island
$229K +$8.71K +39 +4%
BP
716
Ballentine Partners
Massachusetts
$227K -$106K -474 -32%
VWM
717
Valley Wealth Managers
New Jersey
$226K – – –
PCMC
718
Paragon Capital Management (Colorado)
Colorado
$226K +$229K +1,025 New
KFS
719
Kelly Financial Services
Massachusetts
$225K – – –
MWA
720
Meridian Wealth Advisors
Texas
$224K -$83.1K -372 -27%
VAS
721
Vestmark Advisory Solutions
Massachusetts
$224K -$62.8K -281 -22%
PWMAG
722
Pinnacle Wealth Management Advisory Group
New Jersey
$224K -$3.35K -15 -1%
CW
723
CreativeOne Wealth
Kansas
$224K – – –
LOAME
724
Lombard Odier Asset Management (Europe)
United Kingdom
$224K +$226K +1,013 New
HC
725
HNP Capital
New York
$223K +$200K +896 New