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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
701
Lake Street Advisors Group
New Hampshire
$334K +$1.08K +4 +0.4%
BU
702
BBVA USA
Alabama
$334K +$315K +1,167 New
1W
703
1776 Wealth
Georgia
$330K – – –
CRCM
704
Corbett Road Capital Management
Virginia
$327K -$39.9K -148 -11%
PCA
705
Personal Capital Advisors
California
$326K -$10.5K -39 -3%
WSTAM
706
Wilbanks Smith & Thomas Asset Management
Virginia
$322K – – –
IP
707
Innovative Portfolios
Indiana
$322K +$303K +1,125 New
FP
708
Foundry Partners
Minnesota
$321K – – –
1WA
709
180 Wealth Advisors
Washington
$320K +$271K +1,004 New
PTC
710
Philadelphia Trust Company
Pennsylvania
$320K +$302K +1,118 New
UBV
711
United Bank (Virginia)
Virginia
$319K – – –
JWCA
712
J.W. Cole Advisors
Florida
$317K -$17K -63 -5%
RIM
713
Rockbridge Investment Management
New York
$317K – – –
RWA
714
Ropes Wealth Advisors
Massachusetts
$317K +$15.9K +59 +6%
CBN
715
Cadence Bank NA
Texas
$316K – – –
EI
716
Ellevest Inc
New York
$316K +$2.16K +8 +0.7%
AA
717
Argent Advisors
Louisiana
$315K – – –
FMLI
718
Fukoku Mutual Life Insurance
Japan
$315K – – –
PWW
719
Pettyjohn Wood & White
Virginia
$313K – – –
WT
720
Whittier Trust
California
$313K – – –
QPWM
721
Quadrant Private Wealth Management
Pennsylvania
$309K -$2.7K -10 -0.9%
CCA
722
Column Capital Advisors
Indiana
$308K – – –
FF
723
FourThought Financial
Florida
$308K – – –
RCAG
724
Rehmann Capital Advisory Group
Michigan
$306K -$7.01K -26 -2%
CIAS
725
Capital Investment Advisory Services
North Carolina
$305K – – –
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