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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
751
Valley Brook Capital Group
Pennsylvania
$372K – – –
1WM
752
1900 Wealth Management
Texas
$365K -$7.73K -25 -2%
TCOO
753
Trust Company of Oklahoma
Oklahoma
$364K -$155K -500 -28%
FFN
754
Focus Financial Network
Minnesota
$364K +$309 +1 +0.1%
CCMG
755
Clark Capital Management Group
Pennsylvania
$361K +$928 +3 +0.2%
IA
756
IFP Advisors
Florida
$359K +$58.8K +190 +18%
MOS
757
MGO One Seven
Ohio
$358K +$27.8K +90 +8%
ALAM
758
Asahi Life Asset Management
Japan
$357K +$387K +1,250 New
CA
759
Centerpoint Advisors
Massachusetts
$357K – – –
RCAG
760
Rehmann Capital Advisory Group
Michigan
$355K -$3.09K -10 -0.8%
PCM
761
Penserra Capital Management
California
$353K -$164K -530 -30%
CI
762
Cigna Investments
Connecticut
$352K -$47.3K -153 -11%
BPCE
763
Bank Pictet & Cie (Europe)
Germany
$351K -$400K -1,292 -51%
GVAG
764
Great Valley Advisor Group
Delaware
$351K +$309 +1 +0.1%
VAM
765
Verity Asset Management
North Carolina
$350K +$15.2K +49 +4%
WPW
766
Watershed Private Wealth
Illinois
$350K +$379K +1,226 New
WP
767
WealthSource Partners
California
$350K +$17.3K +56 +5%
CW
768
CreativeOne Wealth
Kansas
$350K -$147K -475 -28%
NS
769
NBC Securities
Alabama
$350K +$379K +1,227 New
SAM
770
Steinberg Asset Management
New York
$350K – – –
TCPWM
771
Traverso Chambers Private Wealth Management
California
$347K – – –
CFFP
772
Center for Financial Planning
Michigan
$346K – – –
KV
773
Kickstand Ventures
New York
$345K +$374K +1,208 New
CDH
774
Charles D. Hyman
$344K – – –
EF
775
Empowered Funds
Pennsylvania
$344K +$79.5K +257 +27%
29 30
31
32 33