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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
726
Cascade Financial Partners
California
$976K +$2.61K +6 +0.3%
OFG
727
Oxford Financial Group
Indiana
$971K -$45.7K -105 -5%
VCP
728
Verus Capital Partners
Arizona
$968K -$10K -23 -1%
SFS
729
Stiles Financial Services
Minnesota
$947K -$31.3K -72 -4%
C
730
Covestor
United Kingdom
$940K +$777K +1,785 +1,566%
HH
731
Hilltop Holdings
Texas
$934K +$367K +843 +81%
FMI
732
Frec Markets Inc
California
$933K +$478K +1,099 +140%
TM
733
TigerOak Management
New Mexico
$933K -$870 -2 -0.1%
PHIC
734
Pine Haven Investment Counsel
Massachusetts
$932K – – –
TG
735
TCW Group
California
$927K +$1.3K +3 +0.2%
MIM
736
MTM Investment Management
South Carolina
$925K +$4.79K +11 +0.6%
AAS
737
Annex Advisory Services
Wisconsin
$922K +$231K +531 +40%
AWM
738
Aprio Wealth Management
Georgia
$907K +$13.1K +30 +2%
FFN
739
Focus Financial Network
Minnesota
$894K +$13.9K +32 +2%
IA
740
IFP Advisors
Florida
$892K -$117K -269 -13%
LP
741
LMR Partners
United Kingdom
$886K +$148K +340 +23%
APWM
742
Argonautica Private Wealth Management
Massachusetts
$880K -$870 -2 -0.1%
ASG
743
Advisory Solutions Group
Minnesota
$867K +$762K +1,751 New
NEI
744
Northwest & Ethical Investments
Ontario, Canada
$861K -$596K -1,369 -44%
BFA
745
Brown Financial Advisors
Ohio
$856K -$138K -317 -15%
RFC
746
Regions Financial Corp
Alabama
$855K -$134K -308 -15%
GAA
747
Global Assets Advisory
Florida
$851K +$24.8K +57 +3%
OCA
748
OpenArc Corporate Advisory
Georgia
$850K +$213K +490 +40%
EWS
749
Eagle Wealth Strategies
New Jersey
$845K – – –
GC
750
Grimes & Company
Massachusetts
$844K -$74K -170 -9%
28 29
30
31 32