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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
701
9258 Wealth Management
Ohio
$406K +$2.92K +11 +0.7%
HI
702
Harbour Investments
Wisconsin
$406K +$9.82K +37 +3%
XF
703
XML Financial
Maryland
$405K -$35.3K -133 -8%
CCG
704
Ceeto Capital Group
Florida
$403K – – –
WIM
705
Westside Investment Management
California
$403K – – –
ANBT
706
American National Bank & Trust
Texas
$400K -$32.9K -124 -8%
PP
707
Patron Partners
Texas
$400K – – –
CCA
708
Checchi Capital Advisers
California
$399K -$30.8K -116 -7%
BW
709
Basepoint Wealth
Iowa
$396K -$4.25K -16 -1%
MC
710
Middleton & Co
Massachusetts
$396K – – –
CJL
711
Cyrus J. Lawrence
New York
$391K -$25K -94 -6%
KAM
712
Kraft Asset Management
Tennessee
$390K +$1.06K +4 +0.3%
FRA
713
Frank Rimerman Advisors
California
$388K -$3.19K -12 -0.8%
NFG
714
Nations Financial Group
Iowa
$384K -$10.9K -41 -3%
MSAM
715
Moloney Securities Asset Management
Missouri
$384K -$6.64K -25 -2%
MIA
716
MainStreet Investment Advisors
Illinois
$382K -$239K -901 -39%
BHWM
717
Bar Harbor Wealth Management
New Hampshire
$380K -$95.8K -361 -20%
JIC
718
Johnson Investment Counsel
Ohio
$379K +$1.33K +5 +0.4%
NRWA
719
North Ridge Wealth Advisors
Oregon
$379K – – –
FCA
720
FinTrust Capital Advisors
South Carolina
$378K +$16.7K +63 +5%
SAM
721
Shell Asset Management
Netherlands
$376K +$372K +1,402 New
CAM
722
Costello Asset Management
Pennsylvania
$376K – – –
VFA
723
Valeo Financial Advisors
Indiana
$372K -$225K -846 -38%
PA
724
Profund Advisors
Maryland
$370K -$123K -462 -25%
EWM
725
Evercore Wealth Management
New York
$370K -$21K -79 -5%
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