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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
726
Advantage Investment Management
Iowa
$26K -$14.8K -85 -36%
SNT
727
Security National Trust
West Virginia
$25K – – –
FHA
728
Flagship Harbor Advisors
Massachusetts
$24K +$25.7K +148 New
KJWM
729
Kiley Juergens Wealth Management
Washington
$24K +$25.7K +148 New
GWS
730
Glassman Wealth Services
Virginia
$23K – – –
MUS
731
Mitsubishi UFJ Securities
Japan
$23K – – –
MSE
732
MUFG Securities EMEA
United Kingdom
$23K +$24.5K +141 New
WTC
733
WhitTier Trust Company
Nevada
$22K – – –
MWM
734
MinichMacGregor Wealth Management
New York
$21K – – –
FC
735
Ferris Capital
Massachusetts
$19K – – –
PW
736
Price Wealth
Texas
$18K +$11.1K +64 +131%
SFM
737
Signet Financial Management
New Jersey
$17K -$114K -655 -86%
CAGAS
738
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
JWA
739
JFS Wealth Advisors
Pennsylvania
$17K – – –
JFGIW
740
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K – – –
TC
741
Trust Company
Kansas
$17K – – –
YWP
742
YorkBridge Wealth Partners
New York
$16K – – –
JA
743
JOYN Advisors
Georgia
$16K +$7.47K +43 +78%
QCG
744
Quadrant Capital Group
Ohio
$15K -$695 -4 -3%
PCG
745
Private Capital Group
Connecticut
$15K -$521 -3 -3%
GFP
746
Gryphon Financial Partners
Ohio
$15K +$2.08K +12 +14%
BCA
747
Bay Colony Advisors
Massachusetts
$15K +$15.8K +91 New
RWM
748
Raffa Wealth Management
District of Columbia
$14.3K – – –
CBT
749
Capital Bank & Trust
California
$14K -$191K -1,100 -93%
PGWM
750
Parisi Gray Wealth Management
New Jersey
$14K – – –
28 29
30
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