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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
726
Compagnie Lombard Odier SCmA
Switzerland
$42K – – –
PCG
727
Private Capital Group
Connecticut
$42K +$23.4K +131 +139%
GP
728
Girard Partners
Pennsylvania
$42K +$40.8K +228 New
HR
729
Howe & Rusling
New York
$40K – – –
VAIA
730
Virtus Alternative Investment Advisers
Connecticut
$40K +$37.9K +212 New
NIM
731
NuWave Investment Management
New Jersey
$39K +$37.4K +209 New
ADL
732
Asset Dedication LLC
California
$38K – – –
EDRH
733
Edmond de Rothschild Holding
Switzerland
$38K – – –
IBOK
734
Independence Bank of Kentucky
Kentucky
$38K – – –
PAI
735
Pittenger & Anderson Inc
Nebraska
$38K – – –
PS
736
Portfolio Strategies
New York
$38K – – –
MWPCG
737
Measured Wealth Private Client Group
New Hampshire
$36K +$34.5K +193 New
CAW
738
Cornerstone Advisors (Washington)
Washington
$35K – – –
BWP
739
Baldwin Wealth Partners
Massachusetts
$35K +$33.5K +187 New
BFC
740
Bedel Financial Consulting
Indiana
$32K – – –
HL
741
Harding Loevner
New Jersey
$32K – – –
MPIA
742
Mountain Pacific Investment Advisers
Idaho
$30K +$28.6K +160 New
BAM
743
Bruderman Asset Management
New York
$29K -$26.7K -149 -49%
AIM
744
Advantage Investment Management
Iowa
$29K – – –
MA
745
MCF Advisors
Kentucky
$29K +$27.7K +155 New
FHA
746
Flagship Harbor Advisors
Massachusetts
$28K – – –
SNT
747
Security National Trust
West Virginia
$28K – – –
KJWM
748
Kiley Juergens Wealth Management
Washington
$27K – – –
FPFS
749
First Personal Financial Services
North Carolina
$27K +$14.5K +81 +125%
MUS
750
Mitsubishi UFJ Securities
Japan
$26K – – –
28 29
30
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