We are live on ! Find out more
ROK icon

Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
776
Lido Advisors
California
$308K +$9.1K +32 +3%
CWM
777
Centric Wealth Management
Illinois
$307K
WWM
778
WJ Wealth Management
Arizona
$305K -$296K -1,040 -50%
SFC
779
Strategic Financial Concepts
Texas
$305K +$296K +1,040 New
NW
780
NewEdge Wealth
Pennsylvania
$304K -$202K -709 -41%
PWMAG
781
Pinnacle Wealth Management Advisory Group
New Jersey
$303K -$284 -1 -0.1%
PWPS
782
Pinnacle Wealth Planning Services
Ohio
$303K -$2.27K -8 -0.8%
LOPW
783
Live Oak Private Wealth
North Carolina
$303K
CCA
784
Column Capital Advisors
Indiana
$300K -$10.8K -38 -4%
KFS
785
Kelly Financial Services
Massachusetts
$300K
WP
786
WMS Partners
Maryland
$298K +$289K +1,016 New
BWFA
787
Baltimore-Washington Financial Advisors
Maryland
$298K
CI
788
Conning Inc
Connecticut
$298K -$3.41K -12 -1%
FFS
789
Founders Financial Securities
Maryland
$297K
SAM
790
Summit Asset Management
Tennessee
$296K -$4.83K -17 -2%
CAC
791
Certified Advisory Corp
Florida
$296K
HI
792
Harbour Investments
Wisconsin
$296K +$8.53K +30 +3%
DAS
793
Dynamic Advisor Solutions
Arizona
$295K +$12.2K +43 +4%
PPWM
794
Paragon Private Wealth Management
Kentucky
$295K
AFG
795
ABLE Financial Group
Arizona
$294K +$285K +1,003 New
HWAM
796
Hennion & Walsh Asset Management
New Jersey
$294K -$28.2K -99 -9%
ECM
797
Estabrook Capital Management
New York
$293K
FWM
798
FMB Wealth Management
California
$293K
IIM
799
Ipswich Investment Management
Massachusetts
$293K
RIM
800
RW Investment Management
Idaho
$293K