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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
776
Kingsview Wealth Management
Oregon
$221K -$261K -1,069 -55%
IIC
777
Ironwood Investment Counsel
Arizona
$221K -$80.7K -330 -27%
BW
778
Bison Wealth
Georgia
$221K -$20.8K -85 -9%
GI
779
Gradient Investments
Minnesota
$217K – – –
FFA
780
Fragasso Financial Advisors
Pennsylvania
$217K +$212K +866 New
WP
781
WealthPLAN Partners
Nebraska
$214K -$489 -2 -0.2%
KFI
782
Key Financial Inc
Pennsylvania
$213K +$208K +851 New
BG
783
Bahl & Gaynor
Ohio
$212K +$207K +845 New
SWM
784
SeaCrest Wealth Management
New York
$212K +$207K +845 New
CWG
785
Cornerstone Wealth Group
North Carolina
$211K +$205K +840 New
PA
786
Procyon Advisors
Connecticut
$209K +$204K +832 New
SWA
787
Stratos Wealth Advisors
Ohio
$208K +$203K +828 New
HDIM
788
Hanson & Doremus Investment Management
Vermont
$207K -$40.1K -164 -17%
CCC
789
Chelsea Counsel Company
California
$206K +$201K +820 New
CFA
790
CWS Financial Advisors
Michigan
$206K +$201K +820 New
PSUF
791
People's United Financial
Connecticut
$205K +$200K +817 New
FDCDDQ
792
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K +$167K +683 +525%
HFM
793
Harvest Fund Management
China
$202K -$105K -431 -35%
MWM
794
Merriman Wealth Management
Washington
$202K +$196K +802 New
BHBT
795
Burke & Herbert Bank & Trust
Virginia
$202K +$198K +808 New
ARTA
796
A.R.T. Advisors
New York
$201K +$196K +800 New
CCC
797
Crescent Capital Consulting
Louisiana
$201K +$196K +800 New
OKSA
798
O'Keefe Stevens Advisory
New York
$201K +$196K +800 New
WTFG
799
Wells Trecaso Financial Group
Ohio
$201K +$196K +800 New
BA
800
Bristlecone Advisors
Washington
$201K +$196K +803 New
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