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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
KPF
701
K2 Principal Fund
Ontario, Canada
$612K +$604K +1,750 New
TPCW
702
TD Private Client Wealth
New York
$609K -$62.5K -181 -9%
IA
703
IFP Advisors
Florida
$609K +$109K +315 +22%
OCM
704
One Capital Management
California
$608K -$73.6K -213 -11%
CCG
705
Chatham Capital Group
Georgia
$606K – – –
EWM
706
Evermay Wealth Management
Virginia
$606K -$22.1K -64 -4%
SWA
707
Strategies Wealth Advisors
Michigan
$598K +$691 +2 +0.1%
EWS
708
Eagle Wealth Strategies
New Jersey
$597K – – –
SAM
709
Shell Asset Management
Netherlands
$595K -$329K -953 -36%
GCM
710
Gallacher Capital Management
Colorado
$594K +$587K +1,699 New
GAA
711
Global Assets Advisory
Florida
$592K – – –
FFA
712
Frazier Financial Advisors
Ohio
$592K – – –
MC
713
Moors & Cabot
Massachusetts
$590K +$2.76K +8 +0.5%
TCA
714
Transcend Capital Advisors
New Jersey
$589K +$18.7K +54 +3%
CA
715
Claro Advisors
Massachusetts
$586K +$345 +1 +0.1%
UWP
716
Uniting Wealth Partners
Kansas
$583K +$23.8K +69 +4%
SC
717
Syon Capital
California
$582K +$111K +322 +24%
BWM
718
BigSur Wealth Management
Florida
$582K – – –
AB
719
ANB Bank
Colorado
$579K -$20.4K -59 -3%
TFG
720
Taylor Financial Group
Virginia
$576K – – –
GC
721
Globeflex Capital
California
$571K -$3.98M -11,519 -88%
GLF
722
Groupe la Francaise
France
$571K +$5.87K +17 +1%
SF
723
Symphony Financial
Texas
$568K -$448K -1,298 -44%
WPW
724
Watershed Private Wealth
Illinois
$566K – – –
HIA
725
HFM Investment Advisors
New Jersey
$563K -$691 -2 -0.1%
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