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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
751
Chatham Capital Group
Georgia
$834K – – –
SWA
752
Strategies Wealth Advisors
Michigan
$825K -$435 -1 -0.1%
BWM
753
BigSur Wealth Management
Florida
$824K – – –
FFA
754
Frazier Financial Advisors
Ohio
$823K -$23.1K -53 -3%
WPW
755
Watershed Private Wealth
Illinois
$823K – – –
UWP
756
Uniting Wealth Partners
Kansas
$821K – – –
AIP
757
Ameritas Investment Partners
Nebraska
$819K +$281K +646 +64%
MHIC
758
Marble Harbor Investment Counsel
Massachusetts
$817K -$43.5K -100 -6%
TFG
759
Taylor Financial Group
Virginia
$816K – – –
EIG
760
Ellenbecker Investment Group
Wisconsin
$810K – – –
GC
761
Globeflex Capital
California
$809K – – –
HIA
762
HFM Investment Advisors
New Jersey
$800K +$2.17K +5 +0.3%
GI
763
GLOBALT Investments
Georgia
$798K -$21.8K -50 -3%
WIM
764
Westside Investment Management
California
$795K – – –
FA
765
Fiduciary Alliance
South Carolina
$794K +$40.9K +94 +6%
MO
766
McMillan Office
Michigan
$792K – – –
OKSA
767
O'Keefe Stevens Advisory
New York
$792K – – –
CFM
768
Catalyst Funds Management
Australia
$792K +$696K +1,600 New
BAM
769
Belpointe Asset Management
Nevada
$789K +$19.6K +45 +3%
SAI
770
Savvy Advisors Inc
New York
$784K +$47K +108 +7%
CWG
771
Cornerstone Wealth Group
North Carolina
$783K +$84.8K +195 +14%
CFG
772
Capital Financial Group
Colorado
$780K +$33.1K +76 +5%
EWM
773
Evercore Wealth Management
New York
$774K – – –
PWA
774
Prairie Wealth Advisors
Nebraska
$773K – – –
SA
775
Sovran Advisors
California
$762K -$253K -582 -26%
29 30
31
32 33