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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
726
Great Valley Advisor Group
Delaware
$254K -$9.09K -39 -3%
CFFP
727
Center for Financial Planning
Michigan
$254K – – –
5L
728
55I LLC
Massachusetts
$254K +$275K +1,180 New
EWA
729
EverSource Wealth Advisors
Alabama
$252K -$57.8K -248 -17%
WFA
730
Wipfli Financial Advisors
Wisconsin
$252K +$274K +1,173 New
CW
731
CreativeOne Wealth
Kansas
$251K -$106K -453 -28%
CFS
732
Cannon Financial Strategists
Georgia
$250K -$1.4K -6 -0.5%
FDCDDQ
733
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K -$44.5K -191 -14%
FMLI
734
Fukoku Mutual Life Insurance
Japan
$248K -$225K -966 -46%
CTI
735
Community Trust & Investment
Kentucky
$248K +$269K +1,155 New
HI
736
Horizon Investments
North Carolina
$248K +$270K +1,160 New
PPWM
737
Paragon Private Wealth Management
Kentucky
$246K -$23.8K -102 -9%
FCA
738
FinTrust Capital Advisors
South Carolina
$244K +$17.7K +76 +8%
LOAMS
739
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K -$137K -588 -34%
TAM
740
Tealwood Asset Management
Minnesota
$241K – – –
UBV
741
United Bank (Virginia)
Virginia
$240K – – –
MNBTD
742
Moody National Bank Trust Division
Texas
$239K – – –
RWA
743
Ropes Wealth Advisors
Massachusetts
$239K +$14K +60 +6%
ABC
744
Associated Banc-Corp
Wisconsin
$238K -$3.73K -16 -1%
ST
745
Smithfield Trust
Pennsylvania
$238K – – –
HWAM
746
Hennion & Walsh Asset Management
New Jersey
$237K -$2.56K -11 -1%
MAP
747
Milestone Advisory Partners
North Carolina
$237K – – –
GG
748
Gofen & Glossberg
Illinois
$235K -$22.2K -95 -8%
MCCP
749
Mission Creek Capital Partners
California
$234K +$253K +1,087 New
LW
750
Linscomb Wealth
Texas
$233K – – –
28 29
30
31 32