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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
726
Profund Advisors
Maryland
$360K -$13.7K -48 -4%
GVAG
727
Great Valley Advisor Group
Delaware
$360K +$12.2K +43 +4%
WP
728
WealthSource Partners
California
$359K – – –
SAM
729
Steinberg Asset Management
New York
$359K – – –
SAM
730
Shell Asset Management
Netherlands
$358K -$1.76M -6,198 -84%
MFG
731
Merit Financial Group
Georgia
$356K -$52K -183 -13%
TCPWM
732
Traverso Chambers Private Wealth Management
California
$356K – – –
CFFP
733
Center for Financial Planning
Michigan
$355K +$7.96K +28 +2%
FFN
734
Focus Financial Network
Minnesota
$354K -$23K -81 -6%
FIBT
735
First International Bank & Trust
North Dakota
$353K +$342K +1,204 New
CDH
736
Charles D. Hyman
$353K – – –
AFG
737
Atomi Financial Group
New York
$352K +$341K +1,200 New
CAI
738
Capital Advisors Inc
Oklahoma
$351K – – –
BP
739
Ballentine Partners
Massachusetts
$349K -$149K -523 -31%
1WM
740
1900 Wealth Management
Texas
$348K – – –
MGIA
741
Moneta Group Investment Advisors
Missouri
$347K +$59.4K +209 +21%
NO
742
Ninety One
South Africa
$347K -$17.1K -60 -5%
RCAG
743
Rehmann Capital Advisory Group
Michigan
$346K +$8.53K +30 +3%
FCT
744
First Community Trust
Iowa
$346K – – –
CW
745
CreativeOne Wealth
Kansas
$344K -$136K -478 -29%
CT
746
Chicago Trust
Illinois
$343K -$9.95K -35 -3%
AWP
747
Ascent Wealth Partners
New York
$341K -$13.4K -47 -4%
CWM
748
Connecticut Wealth Management
Connecticut
$339K +$26.2K +92 +9%
FMLI
749
Fukoku Mutual Life Insurance
Japan
$339K – – –
LIA
750
LS Investment Advisors
Michigan
$337K +$327K +1,150 New
28 29
30
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