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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
701
Clarius Group LLC
Washington
$438K -$119K -386 -20%
CWM
702
Cornerstone Wealth Management
Missouri
$432K +$468K +1,512 New
MIS
703
Morningstar Investment Services
Illinois
$432K -$10.2K -33 -2%
BL
704
Balentine LLC
Georgia
$432K +$2.17K +7 +0.5%
CCG
705
Ceeto Capital Group
Florida
$429K
WIM
706
Westside Investment Management
California
$429K
PA
707
Parallel Advisors
California
$426K -$2.17K -7 -0.5%
BCA
708
Bay Colony Advisors
Massachusetts
$424K -$618 -2 -0.1%
UCFA
709
United Capital Financial Advisors
Texas
$422K -$86.3K -279 -16%
ACA
710
Aptus Capital Advisors
Alabama
$421K +$456K +1,473 New
BW
711
Basepoint Wealth
Iowa
$418K
SB
712
Simmons Bank
Arkansas
$417K -$80.4K -260 -15%
BA
713
Bridge Advisory
California
$416K +$2.47K +8 +0.6%
LIM
714
Leavell Investment Management
Alabama
$415K +$448K +1,450 New
CCI
715
Credit Capital Investments
New Jersey
$411K +$445K +1,438 New
CTC
716
Central Trust Company
Missouri
$404K +$186K +601 +74%
AWP
717
Ascent Wealth Partners
New York
$403K +$21K +68 +5%
NRWA
718
North Ridge Wealth Advisors
Oregon
$403K
STAS
719
Strong Tower Advisory Services
Minnesota
$401K +$7.42K +24 +2%
WSTAM
720
Wilbanks Smith & Thomas Asset Management
Virginia
$401K +$8.04K +26 +2%
PP
721
Patron Partners
Texas
$401K -$7.73K -25 -2%
CAM
722
Costello Asset Management
Pennsylvania
$400K
MC
723
Middleton & Co
Massachusetts
$400K
Verition Fund Management
724
Verition Fund Management
Connecticut
$399K +$101K +328 +31%
CT
725
Cambridge Trust
Massachusetts
$399K