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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
S
701
SignatureFD
Georgia
$793K +$85K +226 +12%
SCFS
702
Stewardship Concepts Financial Services
Washington
$793K +$764K +2,032 New
KWM
703
Kingsview Wealth Management
Oregon
$793K -$4.51K -12 -0.6%
FLPIM
704
F.L. Putnam Investment Management
Massachusetts
$787K -$17.7K -47 -2%
LI
705
LRI Investments
Florida
$781K – – –
AA
706
AlphaCentric Advisors
Puerto Rico
$778K +$752K +2,000 New
OQS
707
Occudo Quantitative Strategies
Florida
$775K -$2.44M -6,503 -77%
PF
708
Phoenix Financial
Israel
$775K +$50.7K +135 +7%
HIC
709
Hamrick Investment Counsel
Washington
$773K +$747K +1,987 New
VCP
710
Verus Capital Partners
Arizona
$773K -$32K -85 -4%
AA
711
Argent Advisors
Louisiana
$771K – – –
CFP
712
Cascade Financial Partners
California
$765K -$58.3K -155 -7%
BNA
713
BankChampaign National Association
Illinois
$760K +$734K +1,954 New
QCG
714
Quadrant Capital Group
Ohio
$749K +$5.64K +15 +0.8%
BP
715
Ballentine Partners
Massachusetts
$745K +$20.3K +54 +3%
IA
716
IFP Advisors
Florida
$737K +$57.1K +152 +9%
PFA
717
Pure Financial Advisors
California
$736K +$41K +109 +6%
TM
718
TigerOak Management
New Mexico
$734K – – –
GC
719
Grimes & Company
Massachusetts
$733K +$1.88K +5 +0.3%
PHIC
720
Pine Haven Investment Counsel
Massachusetts
$733K – – –
MIM
721
MTM Investment Management
South Carolina
$723K – – –
WAG
722
Wilkerson Advisory Group
Missouri
$722K +$698K +1,856 New
SLI
723
Sumitomo Life Insurance
Japan
$720K +$7.52K +20 +1%
SPIA
724
Steward Partners Investment Advisory
New York
$715K +$220K +584 +47%
DIP
725
Davis Investment Partners
North Carolina
$711K – – –
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