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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
OKSA
776
O'Keefe Stevens Advisory
New York
$574K – – –
EWM
777
Evermay Wealth Management
Virginia
$573K -$27.2K -69 -4%
AWA
778
Aaron Wealth Advisors
Illinois
$572K -$315K -797 -33%
XF
779
XML Financial
Maryland
$570K – – –
CWG
780
Cornerstone Wealth Group
North Carolina
$568K +$20.1K +51 +4%
Evercore Wealth Management
781
Evercore Wealth Management
New York
$561K – – –
AB
782
ANB Bank
Colorado
$558K -$39.1K -99 -6%
Belpointe Asset Management
783
Belpointe Asset Management
Nevada
$555K -$2.76K -7 -0.5%
VCA
784
Verdence Capital Advisors
Maryland
$555K -$13.8K -35 -2%
APA
785
Astoria Portfolio Advisors
New York
$555K – – –
CSA
786
Cottage Street Advisors
Massachusetts
$553K +$395 +1 +0.1%
Parallel Advisors
787
Parallel Advisors
California
$549K -$50.5K -128 -8%
Empower Advisory Group
788
Empower Advisory Group
Colorado
$547K -$251K -636 -29%
AAG
789
Asset Advisory Group
New Jersey
$547K – – –
TCA
790
Transcend Capital Advisors
New Jersey
$544K -$7.89K -20 -1%
CA
791
Chatterton & Associates
California
$544K +$296K +750 +120%
CFG
792
Capital Financial Group
Colorado
$538K – – –
1SB
793
1ST Source Bank
Indiana
$538K -$29.6K -75 -5%
BI
794
Bramshill Investments
Florida
$538K +$592K +1,500 New
CFSG
795
Community Financial Services Group
Vermont
$538K +$575K +1,458 New
HAIM
796
Hunter Associates Investment Management
Pennsylvania
$536K -$23.3K -59 -4%
Circle Wealth Management
797
Circle Wealth Management
New Jersey
$536K +$589K +1,493 New
DW30
798
Drucker Wealth 3.0
New Jersey
$533K -$43.4K -110 -7%
DG
799
DMC Group
Alabama
$532K +$53.3K +135 +10%
ZCP
800
Z3 Capital Partners
Virginia
$531K -$39.5K -100 -6%