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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
701
Prestige Wealth Management Group
New Jersey
$407K -$17.3K -65 -4%
9WM
702
9258 Wealth Management
Ohio
$406K +$2.92K +11 +0.7%
Harbour Investments
703
Harbour Investments
Wisconsin
$406K +$9.82K +37 +3%
XF
704
XML Financial
Maryland
$405K -$35.3K -133 -8%
CCG
705
Ceeto Capital Group
Florida
$403K – – –
WIM
706
Westside Investment Management
California
$403K – – –
ANBT
707
American National Bank & Trust
Texas
$400K -$32.9K -124 -8%
PP
708
Patron Partners
Texas
$400K – – –
CCA
709
Checchi Capital Advisers
California
$399K -$30.8K -116 -7%
BW
710
Basepoint Wealth
Iowa
$396K -$4.25K -16 -1%
MC
711
Middleton & Co
Massachusetts
$396K – – –
CJL
712
Cyrus J. Lawrence
New York
$391K -$25K -94 -6%
KAM
713
Kraft Asset Management
Tennessee
$390K +$1.06K +4 +0.3%
FRA
714
Frank Rimerman Advisors
California
$388K -$3.19K -12 -0.8%
NFG
715
Nations Financial Group
Iowa
$384K -$10.9K -41 -3%
MSAM
716
Moloney Securities Asset Management
Missouri
$384K -$6.64K -25 -2%
MIA
717
MainStreet Investment Advisors
Illinois
$382K -$239K -901 -39%
BHWM
718
Bar Harbor Wealth Management
New Hampshire
$380K -$95.8K -361 -20%
Johnson Investment Counsel
719
Johnson Investment Counsel
Ohio
$379K +$1.33K +5 +0.4%
NRWA
720
North Ridge Wealth Advisors
Oregon
$379K – – –
FCA
721
FinTrust Capital Advisors
South Carolina
$378K +$16.7K +63 +5%
SAM
722
Shell Asset Management
Netherlands
$376K +$372K +1,402 New
CAM
723
Costello Asset Management
Pennsylvania
$376K – – –
Valeo Financial Advisors
724
Valeo Financial Advisors
Indiana
$372K -$225K -846 -38%
Profund Advisors
725
Profund Advisors
Maryland
$370K -$123K -462 -25%