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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
726
Schonfeld Strategic Advisors
New York
$370K -$26.2M -94,109 -99%
FRA
727
Frank Rimerman Advisors
California
$368K -$15K -54 -4%
JIC
728
Johnson Investment Counsel
Ohio
$368K -$17.8K -64 -4%
PWP
729
Parkwoods Wealth Partners
New York
$368K +$396K +1,423 New
FFP
730
FourThought Financial Partners
Florida
$367K -$18.4K -66 -4%
PP
731
Patron Partners
Texas
$366K -$14.5K -52 -4%
NFG
732
Nations Financial Group
Iowa
$366K – – –
BJL
733
Brighton Jones LLC
Washington
$366K +$121K +433 +44%
NRWA
734
North Ridge Wealth Advisors
Oregon
$364K – – –
IA
735
IFP Advisors
Florida
$364K -$10.3K -37 -3%
CAM
736
Costello Asset Management
Pennsylvania
$362K – – –
WWG
737
West Wealth Group
California
$358K +$1.95K +7 +0.5%
SAM
738
Shell Asset Management
Netherlands
$357K +$27.6K +99 +8%
FAM
739
Formidable Asset Management
Ohio
$356K -$67.9K -244 -15%
MC
740
Middleton & Co
Massachusetts
$355K – – –
SWM
741
SeaCrest Wealth Management
New York
$354K +$19.5K +70 +5%
PMSA
742
Patrick M. Sweeney & Associates
Illinois
$353K +$278 +1 +0.1%
EWM
743
Empirical Wealth Management
Washington
$353K -$1.32M -4,751 -78%
GVAG
744
Great Valley Advisor Group
Delaware
$352K -$32K -115 -8%
EWM
745
Evercore Wealth Management
New York
$352K -$3.9K -14 -1%
HCM
746
Hutchinson Capital Management
California
$351K – – –
BCA
747
Bay Colony Advisors
Massachusetts
$349K -$5.01K -18 -1%
JSSH
748
J. Safra Sarasin Holding
$349K +$97.4K +350 +35%
PMG
749
ProVise Management Group
Florida
$348K -$27.8K -100 -7%
RCAG
750
Rehmann Capital Advisory Group
Michigan
$344K +$29.2K +105 +9%
28 29
30
31 32