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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
MW
726
Marcum Wealth
Ohio
$269K +$258K +1,012 New
WW
727
Westshore Wealth
California
$268K +$258K +1,010 New
ECM
728
Estabrook Capital Management
New York
$265K
BP
729
Ballentine Partners
Massachusetts
$265K -$7.91K -31 -3%
FFS
730
Founders Financial Securities
Maryland
$265K
IIM
731
Ipswich Investment Management
Massachusetts
$265K
SCI
732
S&CO Inc
Massachusetts
$265K
WSC
733
Wellington Shields & Co
New York
$265K
CSA
734
Cottage Street Advisors
Massachusetts
$265K +$255K +1,000 New
GI
735
Gradient Investments
Minnesota
$261K
SW
736
SVB Wealth
Massachusetts
$261K +$17.1K +67 +7%
AWM
737
Atticus Wealth Management
Florida
$261K +$82.9K +325 +49%
NB
738
Nicolet Bankshares
Wisconsin
$260K -$14K -55 -5%
CWM
739
Centric Wealth Management
Illinois
$259K -$4.33K -17 -2%
VAS
740
Vestmark Advisory Solutions
Massachusetts
$257K +$247K +968 New
FA
741
Fiducient Advisors
Illinois
$255K -$31.9K -125 -12%
CNC
742
Citizens & Northern Corp
Pennsylvania
$255K
CC
743
Cipher Capital
New York
$255K +$245K +961 New
PWMAG
744
Pinnacle Wealth Management Advisory Group
New Jersey
$252K
MS
745
Marshall & Sullivan
Washington
$252K +$182K +712 +299%
SW
746
StrongBox Wealth
Missouri
$252K +$242K +949 New
MS
747
Mizuho Securities
Japan
$250K +$240K +940 New
CCM
748
Cox Capital Management
Massachusetts
$248K -$119K -466 -33%
MCM
749
Maple Capital Management
Vermont
$247K
KA
750
KLCM Advisors
Wisconsin
$246K