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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
726
Pure Financial Advisors
California
$458K +$227K +788 +101%
HI
727
Horizon Investments
North Carolina
$458K +$3.74K +13 +0.8%
STAS
728
Strong Tower Advisory Services
Minnesota
$454K +$37.7K +131 +9%
MSAM
729
Moloney Securities Asset Management
Missouri
$453K -$40.3K -140 -8%
CWS
730
Confluence Wealth Services
Pennsylvania
$450K +$47.5K +165 +12%
HCM
731
Hengehold Capital Management
Ohio
$448K +$288 +1 +0.1%
HI
732
Harbour Investments
Wisconsin
$446K +$64.8K +225 +17%
PA
733
Parallel Advisors
California
$442K +$34.3K +119 +9%
KLCM
734
KG&L Capital Management
Louisiana
$438K +$228K +790 +111%
CCG
735
Ceeto Capital Group
Florida
$437K – – –
AA
736
Argent Advisors
Louisiana
$437K – – –
WIM
737
Westside Investment Management
California
$437K – – –
PP
738
Patron Partners
Texas
$437K +$28.2K +98 +7%
CA
739
Cullinan Associates
Kentucky
$437K +$432K +1,500 New
FFP
740
FourThought Financial Partners
Florida
$437K +$182K +632 +73%
BW
741
Basepoint Wealth
Iowa
$435K -$2.3K -8 -0.5%
NFG
742
Nations Financial Group
Iowa
$433K +$9.22K +32 +2%
CPCP
743
Cedar Point Capital Partners
Iowa
$431K – – –
FAG
744
Fortitude Advisory Group
Washington
$429K +$33.1K +115 +8%
MIS
745
Morningstar Investment Services
Illinois
$429K -$439K -1,523 -51%
DAS
746
Dynamic Advisor Solutions
Arizona
$426K +$39.7K +138 +10%
9WM
747
9258 Wealth Management
Ohio
$424K +$51.3K +178 +14%
EL
748
EMFO LLC
Florida
$423K +$418K +1,451 New
AWP
749
Ascent Wealth Partners
New York
$422K +$2.88K +10 +0.7%
PCA
750
Prosperity Capital Advisors
Ohio
$418K +$413K +1,434 New
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30
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