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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
701
Moors & Cabot
Massachusetts
$558K -$3.7K -13 -0.8%
APA
702
Astoria Portfolio Advisors
New York
$558K – – –
SF
703
Symphony Financial
Texas
$557K +$834K +2,929 New
CA
704
Claro Advisors
Massachusetts
$556K +$5.41K +19 +1%
BWM
705
BigSur Wealth Management
Florida
$553K – – –
HAIM
706
Hunter Associates Investment Management
Pennsylvania
$551K -$4.27K -15 -0.9%
PA
707
Procyon Advisors
Connecticut
$547K -$21.1K -74 -4%
TFG
708
Taylor Financial Group
Virginia
$547K – – –
TCA
709
Transcend Capital Advisors
New Jersey
$542K +$570 +2 +0.1%
WPW
710
Watershed Private Wealth
Illinois
$538K – – –
GLF
711
Groupe la Francaise
France
$536K -$33.3K -117 -7%
HIA
712
HFM Investment Advisors
New Jersey
$536K +$855 +3 +0.2%
CWM
713
Crowley Wealth Management
Delaware
$535K -$765K -2,685 -63%
MA
714
Montag & Associates
Georgia
$534K -$72.9K -256 -14%
OKSA
715
O'Keefe Stevens Advisory
New York
$531K -$2.85K -10 -0.6%
UWP
716
Uniting Wealth Partners
Kansas
$531K – – –
VIM
717
Vinva Investment Management
Australia
$530K +$457K +1,605 New
FC
718
Forte Capital
New York
$529K -$25.6K -90 -5%
XF
719
XML Financial
Maryland
$529K -$3.99K -14 -0.9%
HI
720
Hoey Investments
Pennsylvania
$527K -$23.6K -83 -5%
BRWA
721
B. Riley Wealth Advisors
Florida
$527K +$452K +1,585 New
VAS
722
Vestmark Advisory Solutions
Massachusetts
$524K -$571K -2,005 -56%
1SB
723
1ST Source Bank
Indiana
$523K -$7.41K -26 -2%
WIM
724
Westside Investment Management
California
$519K +$17.7K +62 +4%
1C
725
111 Capital
France
$519K -$942K -3,308 -68%
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