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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
726
Crowley Wealth Management
Delaware
$563K
OKSA
727
O'Keefe Stevens Advisory
New York
$559K
WIM
728
Westside Investment Management
California
$559K +$13.1K +38 +2%
GAM
729
Groupama Asset Management
France
$557K -$510K -1,477 -48%
UFF
730
USA Financial Formulas
Michigan
$557K +$551K +1,594 New
XF
731
XML Financial
Maryland
$557K
GC
732
Guggenheim Capital
Illinois
$553K -$302K -874 -36%
GWMR
733
GC Wealth Management RIA
Massachusetts
$553K +$197K +570 +56%
AssetMark Inc
734
AssetMark Inc
California
$553K +$116K +337 +27%
MA
735
Montag & Associates
Georgia
$552K -$10.4K -30 -2%
1SB
736
1ST Source Bank
Indiana
$551K
CSA
737
Cottage Street Advisors
Massachusetts
$550K +$35.2K +102 +7%
EWM
738
Evercore Wealth Management
New York
$546K
HI
739
Hoey Investments
Pennsylvania
$542K -$12.4K -36 -2%
HAIM
740
Hunter Associates Investment Management
Pennsylvania
$541K -$39.7K -115 -7%
AAS
741
Annex Advisory Services
Wisconsin
$534K +$16.6K +48 +3%
Empower Advisory Group
742
Empower Advisory Group
Colorado
$533K +$203K +589 +63%
MNA
743
Manning & Napier Advisors
New York
$528K -$1.24M -3,585 -70%
CI
744
Corient IA
Florida
$524K
MSA
745
Marathon Strategic Advisors
Pennsylvania
$524K
BF
746
BOK Financial
Oklahoma
$523K -$14.2K -41 -3%
JF
747
Jump Financial
Illinois
$521K -$446K -1,291 -46%
APA
748
Astoria Portfolio Advisors
New York
$519K -$24.9K -72 -5%
BJL
749
Brighton Jones LLC
Washington
$515K +$29.7K +86 +6%
CT
750
Clearstead Trust
Maine
$513K