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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
701
B. Riley Wealth Advisors
Florida
$283K -$225K -919 -45%
FP
702
Foundry Partners
Minnesota
$282K -$60.2K -246 -18%
WSTAM
703
Wilbanks Smith & Thomas Asset Management
Virginia
$282K – – –
TAM
704
Tealwood Asset Management
Minnesota
$281K – – –
RCAG
705
Rehmann Capital Advisory Group
Michigan
$281K -$4.16K -17 -1%
UBV
706
United Bank (Virginia)
Virginia
$280K – – –
KP
707
Keel Point
Alabama
$279K +$272K +1,114 New
RIM
708
Rockbridge Investment Management
New York
$278K – – –
FNBT
709
FineMark National Bank & Trust
Florida
$278K +$1.22K +5 +0.5%
DAS
710
Dynamic Advisor Solutions
Arizona
$278K +$17.6K +72 +7%
AA
711
Argent Advisors
Louisiana
$276K -$48.9K -200 -15%
PWW
712
Pettyjohn Wood & White
Virginia
$275K – – –
FF
713
FourThought Financial
Florida
$275K +$269K +1,098 New
FA
714
Fiducient Advisors
Illinois
$272K +$265K +1,085 New
CCA
715
Checchi Capital Advisers
California
$270K – – –
PA
716
Parallel Advisors
California
$268K -$16.6K -68 -6%
GG
717
Gofen & Glossberg
Illinois
$267K +$245 +1 +0.1%
LSAG
718
Lake Street Advisors Group
New Hampshire
$262K -$16.4K -67 -6%
BAM
719
Blueshift Asset Management
New Jersey
$262K +$255K +1,044 New
P
720
Pitcairn
Pennsylvania
$261K -$734 -3 -0.3%
PCM
721
Parsons Capital Management
Rhode Island
$261K – – –
WWM
722
WJ Wealth Management
Arizona
$261K – – –
NB
723
Nicolet Bankshares
Wisconsin
$259K +$8.32K +34 +3%
CIAS
724
Capital Investment Advisory Services
North Carolina
$258K +$7.83K +32 +3%
BP
725
Ballentine Partners
Massachusetts
$257K – – –
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