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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
726
Kelly Financial Services
Massachusetts
$271K – – –
QT
727
Quantamental Technologies
New York
$269K -$143K -559 -36%
CAI
728
Capital Advisors Inc
Oklahoma
$269K – – –
MF
729
Montis Financial
Massachusetts
$269K +$8.16K +32 +3%
MW
730
Marcum Wealth
Ohio
$269K +$258K +1,012 New
WW
731
Westshore Wealth
California
$268K +$258K +1,010 New
ECM
732
Estabrook Capital Management
New York
$265K – – –
BP
733
Ballentine Partners
Massachusetts
$265K -$7.91K -31 -3%
FFS
734
Founders Financial Securities
Maryland
$265K – – –
IIM
735
Ipswich Investment Management
Massachusetts
$265K – – –
SCI
736
S&CO Inc
Massachusetts
$265K – – –
WSC
737
Wellington Shields & Co
New York
$265K – – –
CSA
738
Cottage Street Advisors
Massachusetts
$265K +$255K +1,000 New
GI
739
Gradient Investments
Minnesota
$261K – – –
SW
740
SVB Wealth
Massachusetts
$261K +$17.1K +67 +7%
AWM
741
Atticus Wealth Management
Florida
$261K +$82.9K +325 +49%
NB
742
Nicolet Bankshares
Wisconsin
$260K -$14K -55 -5%
CWM
743
Centric Wealth Management
Illinois
$259K -$4.33K -17 -2%
VAS
744
Vestmark Advisory Solutions
Massachusetts
$257K +$247K +968 New
FA
745
Fiducient Advisors
Illinois
$255K -$31.9K -125 -12%
CNC
746
Citizens & Northern Corp
Pennsylvania
$255K – – –
CC
747
Cipher Capital
New York
$255K +$245K +961 New
PWMAG
748
Pinnacle Wealth Management Advisory Group
New Jersey
$252K – – –
MS
749
Marshall & Sullivan
Washington
$252K +$182K +712 +299%
SW
750
StrongBox Wealth
Missouri
$252K +$242K +949 New