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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
726
WJ Wealth Management
Arizona
$261K – – –
NB
727
Nicolet Bankshares
Wisconsin
$259K +$8.32K +34 +3%
CIAS
728
Capital Investment Advisory Services
North Carolina
$258K +$7.83K +32 +3%
Ballentine Partners
729
Ballentine Partners
Massachusetts
$257K – – –
VWM
730
Valley Wealth Managers
New Jersey
$257K – – –
PCMC
731
Paragon Capital Management (Colorado)
Colorado
$257K +$245 +1 +0.1%
CRCM
732
Corbett Road Capital Management
Virginia
$257K +$251K +1,025 New
KFS
733
Kelly Financial Services
Massachusetts
$256K – – –
CreativeOne Wealth
734
CreativeOne Wealth
Kansas
$255K – – –
Capital Advisors Inc
735
Capital Advisors Inc
Oklahoma
$254K +$248K +1,012 New
Altshuler Shaham
736
Altshuler Shaham
Israel
$253K +$204K +833 +471%
Rafferty Asset Management
737
Rafferty Asset Management
New York
$252K +$9.78K +40 +4%
FFS
738
Founders Financial Securities
Maryland
$251K – – –
IIM
739
Ipswich Investment Management
Massachusetts
$251K – – –
SCI
740
S&CO Inc
Massachusetts
$251K – – –
WSC
741
Wellington Shields & Co
New York
$251K – – –
FA
742
FDx Advisors
Illinois
$251K +$245K +1,001 New
ECM
743
Estabrook Capital Management
New York
$251K – – –
Bailard
744
Bailard
California
$249K -$66.3K -271 -21%
Bank Pictet & Cie (Europe)
745
Bank Pictet & Cie (Europe)
Germany
$249K – – –
CWM
746
Centric Wealth Management
Illinois
$249K +$242K +991 New
EI
747
Ellevest Inc
New York
$248K +$10K +41 +4%
O'Shaughnessy Asset Management
748
O'Shaughnessy Asset Management
Connecticut
$246K +$138K +566 +137%
UAS
749
United Asset Strategies
New York
$246K +$240K +980 New
S
750
Seeyond
France
$245K -$1.47K -6 -0.6%