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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
776
FineMark National Bank & Trust
Florida
$289K
GI
777
Gradient Investments
Minnesota
$289K
SS
778
Simplicity Solutions
Minnesota
$287K +$38.4K +125 +15%
FA
779
Fiducient Advisors
Illinois
$282K
SMG
780
Smart Money Group
Texas
$282K +$294K +959 New
FCA
781
FinTrust Capital Advisors
South Carolina
$280K +$29.8K +97 +11%
VWM
782
Valley Wealth Managers
New Jersey
$279K -$15.4K -50 -5%
MS
783
Marshall & Sullivan
Washington
$279K
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$278K -$1.53K -5 -0.5%
BRWM
785
B. Riley Wealth Management
Tennessee
$277K +$290K +943 New
CCM
786
Cox Capital Management
Massachusetts
$275K
KA
787
KLCM Advisors
Wisconsin
$273K
MCM
788
Maple Capital Management
Vermont
$273K
NB
789
Nicolet Bankshares
Wisconsin
$271K -$13.8K -45 -5%
SIAG
790
Safeguard Investment Advisory Group
California
$271K +$921 +3 +0.3%
BCIM
791
Bishop & Co Investment Management
Pennsylvania
$270K
TMAM
792
Tokio Marine Asset Management
Japan
$270K +$40.8K +133 +17%
TCOV
793
Trust Company of Vermont
Vermont
$268K
NFG
794
Next Financial Group
Texas
$267K -$323K -1,051 -54%
BAM
795
Bruderman Asset Management
New York
$266K
PTP
796
Platform Technology Partners
New York
$265K -$7.68K -25 -3%
MWM
797
Mission Wealth Management
California
$265K +$276K +900 New
SDWMA
798
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K -$1.23K -4 -0.4%
PAS
799
Professional Advisory Services
Florida
$263K
ED
800
Exane Derivatives
France
$262K +$23K +75 +9%