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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
776
Ameritas Investment Partners
Nebraska
$308K -$13.5K -51 -4%
PP
777
Pacifica Partners
Canada
$308K – – –
SXL
778
Summit X LLC
Missouri
$307K +$42.7K +161 +17%
TCBWMS
779
Texas Capital Bank Wealth Management Services
Texas
$307K +$304K +1,144 New
APW
780
Aurora Private Wealth
New Jersey
$307K -$531 -2 -0.2%
TPCW
781
TD Private Client Wealth
New York
$307K -$1.33K -5 -0.4%
AF
782
Advisornet Financial
Minnesota
$306K +$77.5K +292 +35%
CFS
783
Cannon Financial Strategists
Georgia
$305K – – –
VC
784
Vicus Capital
Pennsylvania
$304K +$301K +1,132 New
PCA
785
Prosperity Capital Advisors
Ohio
$303K +$31.1K +117 +12%
DFCM
786
Dark Forest Capital Management
Puerto Rico
$302K +$299K +1,125 New
TAM
787
Tealwood Asset Management
Minnesota
$301K +$297K +1,120 New
DTL
788
Dynamic Technology Lab
Singapore
$300K +$297K +1,119 New
UBV
789
United Bank (Virginia)
Virginia
$299K – – –
AFG
790
Atomi Financial Group
New York
$298K -$14.3K -54 -5%
KP
791
Keel Point
Alabama
$293K -$15.9K -60 -5%
CICI
792
Capital Investment Counsel Inc
North Carolina
$293K – – –
CW
793
CreativeOne Wealth
Kansas
$292K +$25.5K +96 +10%
R
794
Rebalance
California
$291K – – –
ACM
795
Andina Capital Management
Utah
$289K -$9.82K -37 -3%
PCM
796
Parsons Capital Management
Rhode Island
$288K – – –
1W
797
1776 Wealth
Georgia
$287K -$21K -79 -7%
FMTC
798
Farmers & Merchants Trust Company
California
$286K – – –
RC
799
Rovin Capital
Arizona
$286K +$283K +1,065 New
JCM
800
Jacobi Capital Management
Pennsylvania
$284K +$21.5K +81 +8%
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