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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Chicago Trust
Illinois
$259K – – –
ESCM
727
Echo Street Capital Management
New York
$259K +$281K +1,205 New
CQS
728
Credential Qtrade Securities
$258K +$3.5K +15 +1%
FPCP
729
Fort Point Capital Partners
California
$257K +$1.86K +8 +0.7%
RC
730
Rovin Capital
Arizona
$255K +$277K +1,186 New
GVAG
731
Great Valley Advisor Group
Delaware
$254K -$9.09K -39 -3%
CFFP
732
Center for Financial Planning
Michigan
$254K – – –
5L
733
55I LLC
Massachusetts
$254K +$275K +1,180 New
EWA
734
EverSource Wealth Advisors
Alabama
$252K -$57.8K -248 -17%
WFA
735
Wipfli Financial Advisors
Wisconsin
$252K +$274K +1,173 New
CW
736
CreativeOne Wealth
Kansas
$251K -$106K -453 -28%
CFS
737
Cannon Financial Strategists
Georgia
$250K -$1.4K -6 -0.5%
FDCDDQ
738
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K -$44.5K -191 -14%
FMLI
739
Fukoku Mutual Life Insurance
Japan
$248K -$225K -966 -46%
CTI
740
Community Trust & Investment
Kentucky
$248K +$269K +1,155 New
HI
741
Horizon Investments
North Carolina
$248K +$270K +1,160 New
PPWM
742
Paragon Private Wealth Management
Kentucky
$246K -$23.8K -102 -9%
FCA
743
FinTrust Capital Advisors
South Carolina
$244K +$17.7K +76 +8%
LOAMS
744
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K -$137K -588 -34%
TAM
745
Tealwood Asset Management
Minnesota
$241K – – –
UBV
746
United Bank (Virginia)
Virginia
$240K – – –
MNBTD
747
Moody National Bank Trust Division
Texas
$239K – – –
RWA
748
Ropes Wealth Advisors
Massachusetts
$239K +$14K +60 +6%
ABC
749
Associated Banc-Corp
Wisconsin
$238K -$3.73K -16 -1%
ST
750
Smithfield Trust
Pennsylvania
$238K – – –
28 29
30
31 32