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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Parallel Advisors
California
$843K +$74.8K +172 +11%
CA
752
Claro Advisors
Massachusetts
$839K +$1.74K +4 +0.2%
HI
753
Harbour Investments
Wisconsin
$835K -$20.4K -47 -3%
MIF
754
Mediolanum International Funds
Ireland
$835K +$753K +1,731 New
DIP
755
Davis Investment Partners
North Carolina
$834K -$43.5K -100 -6%
CCG
756
Chatham Capital Group
Georgia
$834K – – –
SWA
757
Strategies Wealth Advisors
Michigan
$825K -$435 -1 -0.1%
BWM
758
BigSur Wealth Management
Florida
$824K – – –
FFA
759
Frazier Financial Advisors
Ohio
$823K -$23.1K -53 -3%
WPW
760
Watershed Private Wealth
Illinois
$823K – – –
UWP
761
Uniting Wealth Partners
Kansas
$821K – – –
AIP
762
Ameritas Investment Partners
Nebraska
$819K +$281K +646 +64%
MHIC
763
Marble Harbor Investment Counsel
Massachusetts
$817K -$43.5K -100 -6%
TFG
764
Taylor Financial Group
Virginia
$816K – – –
EIG
765
Ellenbecker Investment Group
Wisconsin
$810K – – –
GC
766
Globeflex Capital
California
$809K – – –
HIA
767
HFM Investment Advisors
New Jersey
$800K +$2.17K +5 +0.3%
GI
768
GLOBALT Investments
Georgia
$798K -$21.8K -50 -3%
WIM
769
Westside Investment Management
California
$795K – – –
FA
770
Fiduciary Alliance
South Carolina
$794K +$40.9K +94 +6%
MO
771
McMillan Office
Michigan
$792K – – –
OKSA
772
O'Keefe Stevens Advisory
New York
$792K – – –
CFM
773
Catalyst Funds Management
Australia
$792K +$696K +1,600 New
BAM
774
Belpointe Asset Management
Nevada
$789K +$19.6K +45 +3%
SAI
775
Savvy Advisors Inc
New York
$784K +$47K +108 +7%
29 30
31
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