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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CSA
776
Cottage Street Advisors
Massachusetts
$600K -$12.8K -34 -2%
TCA
777
Transcend Capital Advisors
New Jersey
$598K -$56K -149 -9%
AAG
778
Asset Advisory Group
New Jersey
$593K +$572K +1,523 New
Capstone Investment Advisors
779
Capstone Investment Advisors
New York
$592K -$482K -1,282 -46%
CPIG
780
Chicago Partners Investment Group
Illinois
$589K +$229K +609 +76%
CFG
781
Capital Financial Group
Colorado
$584K +$564K +1,500 New
CI
782
Corient IA
Florida
$584K
GAM
783
Groupama Asset Management
France
$581K -$38K -101 -6%
TPCW
784
TD Private Client Wealth
New York
$580K -$94.3K -251 -14%
BRWA
785
B. Riley Wealth Advisors
Florida
$579K +$10.1K +27 +2%
MWM
786
Meridian Wealth Management
Kentucky
$576K +$557K +1,481 New
BIG
787
Brooklyn Investment Group
New York
$574K +$107K +284 +24%
1WM
788
1900 Wealth Management
Texas
$571K +$83.4K +222 +18%
CT
789
Clearstead Trust
Maine
$569K -$1.88K -5 -0.3%
BPWM
790
Badgley Phelps Wealth Managers
Washington
$568K +$549K +1,461 New
TWM
791
Trueblood Wealth Management
Ohio
$566K +$376 +1 +0.1%
PWP
792
Parkwoods Wealth Partners
New York
$564K +$7.52K +20 +1%
NFG
793
Nations Financial Group
Iowa
$563K +$10.5K +28 +2%
CCC
794
Chesapeake Capital Corp
Florida
$555K
GC
795
Guggenheim Capital
Illinois
$554K -$59.4K -158 -10%
FFP
796
FourThought Financial Partners
Florida
$554K
HI
797
Hoey Investments
Pennsylvania
$553K -$48.9K -130 -8%
JIC
798
Johnson Investment Counsel
Ohio
$549K +$10.1K +27 +2%
Envestnet Portfolio Solutions
799
Envestnet Portfolio Solutions
Illinois
$548K +$277K +736 +110%
CAM
800
Costello Asset Management
Pennsylvania
$545K