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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
701
Symphony Financial
Texas
$471K -$661K -2,350 -59%
TWM
702
Trueblood Wealth Management
Ohio
$468K – – –
FAM
703
Formidable Asset Management
Ohio
$464K – – –
WPW
704
Watershed Private Wealth
Illinois
$463K – – –
OKSA
705
O'Keefe Stevens Advisory
New York
$457K – – –
UWP
706
Uniting Wealth Partners
Kansas
$457K +$450K +1,600 New
AAS
707
Annex Advisory Services
Wisconsin
$455K -$24.5K -87 -5%
PFA
708
Pure Financial Advisors
California
$453K -$6.75K -24 -1%
MFS
709
Mirabella Financial Services
United Kingdom
$452K +$444K +1,580 New
O
710
Ossiam
France
$446K +$363K +1,292 +482%
HI
711
Horizon Investments
North Carolina
$443K +$3.38K +12 +0.8%
RMC
712
Resources Management Corp
Connecticut
$437K – – –
CT
713
Clearstead Trust
Maine
$436K +$429K +1,526 New
TPCW
714
TD Private Client Wealth
New York
$436K +$107K +382 +33%
PWMG
715
Prestige Wealth Management Group
New Jersey
$433K -$563 -2 -0.1%
APA
716
Astoria Portfolio Advisors
New York
$433K -$30.7K -109 -7%
XF
717
XML Financial
Maryland
$431K – – –
CCG
718
Ceeto Capital Group
Florida
$429K – – –
WIM
719
Westside Investment Management
California
$429K – – –
MSA
720
Marathon Strategic Advisors
Pennsylvania
$429K +$422K +1,500 New
FFP
721
FourThought Financial Partners
Florida
$426K +$419K +1,488 New
ANBT
722
American National Bank & Trust
Texas
$425K -$844 -3 -0.2%
JIC
723
Johnson Investment Counsel
Ohio
$425K +$21.7K +77 +5%
FRA
724
Frank Rimerman Advisors
California
$423K +$9K +32 +2%
GVAG
725
Great Valley Advisor Group
Delaware
$422K -$127K -450 -23%
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