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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
751
Milestone Advisory Partners
North Carolina
$219K – – –
MWM
752
Modera Wealth Management
New Jersey
$216K -$6.32K -28 -3%
FNBT
753
FineMark National Bank & Trust
Florida
$216K +$9.48K +42 +4%
LW
754
Linscomb Wealth
Texas
$215K -$11.3K -50 -4%
FFS
755
Founders Financial Securities
Maryland
$215K – – –
CIAS
756
Capital Investment Advisory Services
North Carolina
$213K +$226 +1 +0.1%
JIC
757
Johnson Investment Counsel
Ohio
$212K +$241K +1,065 New
CCA
758
Column Capital Advisors
Indiana
$211K – – –
FCA
759
FinTrust Capital Advisors
South Carolina
$211K +$226 +1 +0.1%
KWM
760
Kingsview Wealth Management
Oregon
$210K -$63.7K -282 -21%
RWA
761
Ropes Wealth Advisors
Massachusetts
$209K – – –
AWM
762
Accurate Wealth Management
Florida
$208K -$8.81K -39 -4%
CWM
763
Centric Wealth Management
Illinois
$208K – – –
PWMAG
764
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$26.9K +119 +13%
PA
765
Profund Advisors
Maryland
$206K -$76.8K -340 -25%
LOPW
766
Live Oak Private Wealth
North Carolina
$206K +$5.87K +26 +3%
CRWM
767
Castle Rock Wealth Management
California
$206K +$229K +1,015 New
PWPS
768
Pinnacle Wealth Planning Services
Ohio
$205K +$54K +239 +30%
SB
769
Simmons Bank
Arkansas
$204K -$58K -257 -20%
P
770
Pitcairn
Pennsylvania
$204K -$2.26K -10 -1%
KFS
771
Kelly Financial Services
Massachusetts
$203K – – –
APP
772
Alpha Paradigm Partners
Illinois
$202K – – –
PCM
773
Parsons Capital Management
Rhode Island
$202K – – –
CAC
774
Certified Advisory Corp
Florida
$201K – – –
RIM
775
Rockbridge Investment Management
New York
$201K – – –
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31
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