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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
KP
751
Keel Point
Alabama
$277K +$2.76K +11 +1%
XF
752
XML Financial
Maryland
$277K +$270K +1,074 New
CIAS
753
Capital Investment Advisory Services
North Carolina
$275K – – –
CPC
754
Consolidated Planning Corp
Georgia
$275K – – –
MGIA
755
Moneta Group Investment Advisors
Missouri
$274K -$110K -440 -31%
CWM
756
Connecticut Wealth Management
Connecticut
$274K +$1.25K +5 +0.5%
CCA
757
Column Capital Advisors
Indiana
$273K +$753 +3 +0.3%
P
758
Pitcairn
Pennsylvania
$273K +$3.26K +13 +1%
M
759
Mirova
France
$272K -$1.17M -4,670 -82%
CWM
760
Centric Wealth Management
Illinois
$269K – – –
PWPS
761
Pinnacle Wealth Planning Services
Ohio
$268K +$2.01K +8 +0.8%
KPWS
762
Kestra Private Wealth Services
Texas
$267K -$122K -486 -32%
CC
763
Centiva Capital
New York
$267K +$260K +1,035 New
PWMAG
764
Pinnacle Wealth Management Advisory Group
New Jersey
$267K +$260K +1,035 New
SEEDPG
765
S.E.E.D. Planning Group
New York
$266K +$260K +1,034 New
LOPW
766
Live Oak Private Wealth
North Carolina
$266K – – –
FCA
767
FinTrust Capital Advisors
South Carolina
$265K +$251 +1 +0.1%
SAM
768
Summit Asset Management
Tennessee
$265K +$12.6K +50 +5%
PP
769
Paloma Partners
Connecticut
$264K +$258K +1,026 New
CI
770
Conning Inc
Connecticut
$264K – – –
KFS
771
Kelly Financial Services
Massachusetts
$263K – – –
AWM
772
Accurate Wealth Management
Florida
$262K +$242K +966 New
Lido Advisors
773
Lido Advisors
California
$262K +$255K +1,017 New
BWFA
774
Baltimore-Washington Financial Advisors
Maryland
$261K – – –
FFS
775
Founders Financial Securities
Maryland
$261K -$17.1K -68 -6%