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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
Evercore Wealth Management
726
Evercore Wealth Management
New York
$370K -$21K -79 -5%
GIA
727
Gladstone Institutional Advisory
Florida
$370K +$91.1K +343 +33%
WWG
728
West Wealth Group
California
$368K -$96.9K -365 -21%
Parallel Advisors
729
Parallel Advisors
California
$368K -$11.7K -44 -3%
PMSA
730
Patrick M. Sweeney & Associates
Illinois
$367K +$796 +3 +0.2%
HCM
731
Hengehold Capital Management
Ohio
$365K -$47.3K -178 -12%
HCM
732
Hutchinson Capital Management
California
$365K +$265 +1 +0.1%
BCA
733
Bay Colony Advisors
Massachusetts
$365K – – –
Associated Banc-Corp
734
Associated Banc-Corp
Wisconsin
$363K -$4.51K -17 -1%
FineMark National Bank & Trust
735
FineMark National Bank & Trust
Florida
$362K +$114K +430 +47%
Connor, Clark & Lunn Investment Management (CC&L)
736
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$358K -$2.69M -10,146 -88%
FRM
737
Fox Run Management
Connecticut
$357K +$353K +1,331 New
Dynamic Advisor Solutions
738
Dynamic Advisor Solutions
Arizona
$356K -$21K -79 -6%
EFG
739
Elios Financial Group
Ohio
$353K +$349K +1,314 New
LSAG
740
Lake Street Advisors Group
New Hampshire
$352K +$531 +2 +0.2%
CA
741
Cullinan Associates
Kentucky
$351K – – –
NRD
742
Nebula Research & Development
New York
$350K +$346K +1,305 New
VBCG
743
Valley Brook Capital Group
Pennsylvania
$349K – – –
Atria Investments
744
Atria Investments
North Carolina
$346K -$446K -1,681 -57%
DF
745
Donoghue Forlines
Massachusetts
$346K +$342K +1,289 New
FPCP
746
Fort Point Capital Partners
California
$346K – – –
CFA
747
Cahill Financial Advisors
Minnesota
$344K -$265 -1 -0.1%
CGL
748
Clarius Group LLC
Washington
$343K -$10.1K -38 -3%
1WM
749
1900 Wealth Management
Texas
$338K – – –
Bridges Investment Management
750
Bridges Investment Management
Nebraska
$337K +$531 +2 +0.2%