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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
701
Johnson Investment Counsel
Ohio
$475K +$577 +2 +0.1%
WI
702
Wintrust Investments
Illinois
$474K -$57.5K -199 -12%
GIA
703
Gladstone Institutional Advisory
Florida
$472K +$37K +128 +10%
T
704
TCWP
Ohio
$471K -$7.22K -25 -2%
PP
705
Patron Partners
Texas
$470K +$577 +2 +0.1%
IWM
706
IHT Wealth Management
Illinois
$470K -$84.6K -293 -17%
VAS
707
Vestmark Advisory Solutions
Massachusetts
$470K +$16.5K +57 +4%
SCM
708
Stevens Capital Management
Pennsylvania
$465K +$407K +1,410 New
NRWA
709
North Ridge Wealth Advisors
Oregon
$465K – – –
CAAS
710
Capital Asset Advisory Services
Michigan
$463K +$11.3K +39 +3%
CAM
711
Costello Asset Management
Pennsylvania
$461K – – –
MC
712
Middleton & Co
Massachusetts
$461K – – –
CL
713
Choreo LLC
Illinois
$460K -$63.2K -219 -14%
CT
714
Cambridge Trust
Massachusetts
$460K – – –
CI
715
Cigna Investments
Connecticut
$457K – – –
ET
716
Equitable Trust
Tennessee
$456K – – –
CWS
717
Confluence Wealth Services
Pennsylvania
$455K +$128K +442 +47%
FAG
718
Fortitude Advisory Group
Washington
$455K -$13.9K -48 -3%
STAS
719
Strong Tower Advisory Services
Minnesota
$455K +$5.2K +18 +1%
AP
720
Adero Partners
California
$454K – – –
WSTAM
721
Wilbanks Smith & Thomas Asset Management
Virginia
$454K -$577 -2 -0.1%
AIP
722
Ameritas Investment Partners
Nebraska
$449K -$16.7K -58 -4%
9WM
723
9258 Wealth Management
Ohio
$448K +$577 +2 +0.1%
ACP
724
Aviance Capital Partners
Florida
$447K – – –
AWP
725
Ascent Wealth Partners
New York
$442K +$52.6K +182 +16%
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