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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
726
Balentine LLC
Georgia
$114K +$98.2K +530 +1,559%
NFG
727
Next Financial Group
Texas
$111K -$73K -394 -42%
MCM
728
Manchester Capital Management
Vermont
$111K – – –
CT
729
Caldwell Trust
Florida
$106K +$97.3K +525 New
BAM
730
Belpointe Asset Management
Nevada
$102K +$93.4K +504 New
PVH
731
Psagot Value Holdings
Israel
$101K – – –
EI
732
Ellevest Inc
New York
$101K +$91.9K +496 +12,400%
RMAM
733
Raab & Moskowitz Asset Management
New Jersey
$101K +$92.6K +500 New
EWM
734
Edge Wealth Management
New York
$91K – – –
PHK
735
Point72 Hong Kong
Hong Kong
$84K +$76.5K +413 New
LPWM
736
Lake Point Wealth Management
Texas
$84K +$76.9K +415 New
GWM
737
Geneos Wealth Management
Colorado
$83K +$185 +1 +0.2%
VRM
738
Vectors Research Management
New York
$81K – – –
CIA
739
CSat Investment Advisory
Michigan
$81K +$13.9K +75 +23%
PCA
740
Providence Capital Advisors
North Carolina
$73K – – –
EFSCE
741
Enterprise Financial Services Corp (EFSC)
Missouri
$71K – – –
GLI
742
Guardian Life Insurance
New York
$70K – – –
QAM
743
QCI Asset Management
New York
$67K – – –
TWA
744
TCI Wealth Advisors
Arizona
$63K +$926 +5 +2%
MIFH
745
Migdal Insurance & Financial Holdings
Israel
$60K -$253K -1,368 -82%
CFA
746
Carroll Financial Associates
North Carolina
$60K -$3.52K -19 -6%
VCM
747
Versant Capital Management
Arizona
$55K -$2.59K -14 -5%
VNA
748
Valley National Advisers
Pennsylvania
$54K – – –
CAW
749
Cornerstone Advisors (Washington)
Washington
$54K +$1.11K +6 +2%
AIM
750
AIA Investment Management
Singapore
$53K – – –
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