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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
701
International Assets Investment Management
Florida
$417K -$510K -1,832 -53%
OKSA
702
O'Keefe Stevens Advisory
New York
$416K +$2.78K +10 +0.6%
HIA
703
HFM Investment Advisors
New Jersey
$416K +$448K +1,610 New
SAM
704
Smartleaf Asset Management
Massachusetts
$416K +$39.2K +141 +10%
XF
705
XML Financial
Maryland
$415K +$27.8K +100 +7%
1SB
706
1ST Source Bank
Indiana
$414K -$15.6K -56 -3%
UWP
707
Uniting Wealth Partners
Kansas
$413K – – –
WTG
708
West Tower Group
Virginia
$413K +$445K +1,600 New
KI
709
Keystone Investors
Singapore
$405K +$436K +1,567 New
GI
710
GLOBALT Investments
Georgia
$403K -$156K -560 -26%
TWM
711
Trueblood Wealth Management
Ohio
$392K -$33.1K -119 -7%
AAS
712
Annex Advisory Services
Wisconsin
$390K -$23.1K -83 -5%
CT
713
Clearstead Trust
Maine
$390K -$5.01K -18 -1%
CCG
714
Ceeto Capital Group
Florida
$388K – – –
MSA
715
Marathon Strategic Advisors
Pennsylvania
$388K – – –
WIM
716
Westside Investment Management
California
$388K – – –
CI
717
Corient IA
Florida
$388K +$417K +1,500 New
AWM
718
Axxcess Wealth Management
California
$384K -$861K -3,092 -68%
CCA
719
Checchi Capital Advisers
California
$382K +$3.34K +12 +0.8%
PA
720
Parallel Advisors
California
$380K -$278 -1 -0.1%
O
721
Ossiam
France
$379K -$25.9K -93 -6%
IFU
722
iSAM Funds (UK)
United Kingdom
$378K +$407K +1,464 New
HI
723
Harbour Investments
Wisconsin
$377K +$1.67K +6 +0.4%
APA
724
Astoria Portfolio Advisors
New York
$375K – – –
AC
725
AlphaCore Capital
California
$374K +$403K +1,448 New
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