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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
726
Foundry Partners
Minnesota
$330K – – –
TAM
727
Tealwood Asset Management
Minnesota
$329K +$344K +1,120 New
UBV
728
United Bank (Virginia)
Virginia
$328K – – –
RWA
729
Ropes Wealth Advisors
Massachusetts
$326K -$307 -1 -0.1%
RIM
730
Rockbridge Investment Management
New York
$326K – – –
MME
731
Meag Munich Ergo
Germany
$324K -$985K -3,207 -74%
CCA
732
Checchi Capital Advisers
California
$322K +$14.7K +48 +5%
WT
733
Whittier Trust
California
$321K – – –
MFG
734
Merit Financial Group
Georgia
$321K +$336K +1,093 New
HWAM
735
Hennion & Walsh Asset Management
New Jersey
$320K +$116K +378 +53%
AWM
736
Atticus Wealth Management
Florida
$319K -$84.4K -275 -20%
SIM
737
Sentry Investment Management
Wisconsin
$319K -$48.5K -158 -13%
WAP
738
Wealthcare Advisory Partners
Pennsylvania
$318K +$49.7K +162 +18%
FF
739
FourThought Financial
Florida
$316K – – –
GG
740
Gofen & Glossberg
Illinois
$316K +$3.07K +10 +0.9%
QPWM
741
Quadrant Private Wealth Management
Pennsylvania
$314K -$3.68K -12 -1%
CIAS
742
Capital Investment Advisory Services
North Carolina
$314K – – –
CCA
743
Column Capital Advisors
Indiana
$311K -$6.14K -20 -2%
MW
744
Marcum Wealth
Ohio
$310K +$10.4K +34 +3%
CWG
745
Cornerstone Wealth Group
North Carolina
$309K +$62.3K +203 +24%
FWP
746
FAS Wealth Partners
Kansas
$309K +$102K +332 +46%
RCAG
747
Rehmann Capital Advisory Group
Michigan
$306K -$8.9K -29 -3%
1W
748
1776 Wealth
Georgia
$306K -$35.9K -117 -10%
CWM
749
Centric Wealth Management
Illinois
$306K -$6.75K -22 -2%
PCM
750
Parsons Capital Management
Rhode Island
$306K – – –
28 29
30
31 32