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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
726
Vestmark Advisory Solutions
Massachusetts
$422K +$415K +1,475 New
PA
727
Parallel Advisors
California
$420K +$28.4K +101 +7%
PP
728
Patron Partners
Texas
$420K -$5.34K -19 -1%
CCA
729
Checchi Capital Advisers
California
$420K -$5.06K -18 -1%
SAM
730
Smartleaf Asset Management
Massachusetts
$419K +$234K +832 +131%
GRP
731
Global Retirement Partners
California
$418K +$79K +281 +24%
BW
732
Basepoint Wealth
Iowa
$418K -$4.22K -15 -1%
BRWA
733
B. Riley Wealth Advisors
Florida
$417K -$50.9K -181 -11%
BIM
734
Bridges Investment Management
Nebraska
$417K +$56.8K +202 +16%
CJL
735
Cyrus J. Lawrence
New York
$416K – – –
HI
736
Harbour Investments
Wisconsin
$415K -$16.6K -59 -4%
PMG
737
ProVise Management Group
Florida
$414K -$48.9K -174 -11%
IA
738
IFP Advisors
Florida
$413K -$30.4K -108 -7%
BFA
739
Buttonwood Financial Advisors
Maryland
$405K -$294K -1,046 -42%
NFG
740
Nations Financial Group
Iowa
$405K -$3.38K -12 -0.8%
NRWA
741
North Ridge Wealth Advisors
Oregon
$403K – – –
KAM
742
Kraft Asset Management
Tennessee
$402K +$1.13K +4 +0.3%
CAM
743
Costello Asset Management
Pennsylvania
$400K – – –
GIA
744
Gladstone Institutional Advisory
Florida
$400K +$6.47K +23 +2%
MIA
745
MainStreet Investment Advisors
Illinois
$399K -$7.88K -28 -2%
EWM
746
Evercore Wealth Management
New York
$394K – – –
WWG
747
West Wealth Group
California
$393K +$1.41K +5 +0.4%
MC
748
Middleton & Co
Massachusetts
$393K -$28.1K -100 -7%
AFG
749
Atomi Financial Group
New York
$392K +$73.7K +262 +24%
BCA
750
Bay Colony Advisors
Massachusetts
$391K +$2.81K +10 +0.7%
28 29
30
31 32