We are live on ! Find out more
ROK icon

Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
726
Evercore Wealth Management
New York
$519K +$57K +200 +15%
BF
727
BOK Financial
Oklahoma
$511K +$127K +445 +41%
SWM
728
SeaCrest Wealth Management
New York
$507K +$44.4K +156 +11%
VCM
729
Voleon Capital Management
California
$501K +$429K +1,507 New
CI
730
Corient IA
Florida
$498K – – –
MSA
731
Marathon Strategic Advisors
Pennsylvania
$498K – – –
AWM
732
Axxcess Wealth Management
California
$496K +$1.71K +6 +0.4%
GI
733
GLOBALT Investments
Georgia
$495K -$19.4K -68 -4%
TWM
734
Trueblood Wealth Management
Ohio
$495K -$8.26K -29 -2%
CW
735
CreativeOne Wealth
Kansas
$494K +$93.2K +327 +28%
AAS
736
Annex Advisory Services
Wisconsin
$491K -$9.12K -32 -2%
CSA
737
Cottage Street Advisors
Massachusetts
$489K -$62.4K -219 -13%
HI
738
Harbour Investments
Wisconsin
$489K +$4.27K +15 +1%
CT
739
Clearstead Trust
Maine
$488K -$11.4K -40 -3%
EP
740
Edgestream Partners
New Jersey
$486K +$417K +1,464 New
NPT
741
Nixon Peabody Trust
Massachusetts
$485K -$389K -1,367 -48%
NL
742
NWAM LLC
Washington
$478K +$103K +363 +36%
IA
743
IFP Advisors
Florida
$476K +$10.5K +37 +3%
GI
744
Gradient Investments
Minnesota
$475K +$57K +200 +16%
PMSA
745
Patrick M. Sweeney & Associates
Illinois
$474K – – –
PWP
746
Parkwoods Wealth Partners
New York
$474K +$1.14K +4 +0.3%
FFP
747
FourThought Financial Partners
Florida
$472K – – –
NFG
748
Nations Financial Group
Iowa
$471K +$285 +1 +0.1%
NRWA
749
North Ridge Wealth Advisors
Oregon
$468K – – –
SW
750
SVB Wealth
Massachusetts
$468K +$402K +1,410 New
28 29
30
31 32