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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
801
Focused Wealth Management
New York
$3K -$682K -4,090 -100%
CBT
802
Central Bank & Trust
Kentucky
$3K -$3.34K -20 -50%
TFO
803
Tarbox Family Office
California
$3K -$1.33K -8 -31%
CWA
804
Clarus Wealth Advisors
Arizona
$3K – – –
KTC
805
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
PMFA
806
Plante Moran Financial Advisors
Michigan
$3K – – –
LFG
807
Larson Financial Group
Missouri
$3K +$3.34K +20 New
LWM
808
Liberty Wealth Management
California
$3K +$4.17K +25 New
WOC
809
West Oak Capital
California
$2.71K – – –
AWM
810
AllSquare Wealth Management
New York
$2K – – –
CA
811
Centerpoint Advisors
Massachusetts
$2K – – –
OFW
812
Omnia Family Wealth
Florida
$2K – – –
CFA
813
Clarfeld Financial Advisors
New York
$2K +$2.67K +16 New
FANJ
814
Financial Architects (New Jersey)
New Jersey
$1K – – –
GTAM
815
Global Trust Asset Management
Florida
$1K – – –
SWA
816
Sutton Wealth Advisors
Florida
$903 -$667 -4 -40%
AC
817
Alleghany Corporation
New York
– -$52.3M -279,000 Closed
Capital International Investors
818
Capital International Investors
California
– -$38M -202,700 Closed
TI
819
TT International
United Kingdom
– -$25.6M -182,500 Closed
Jacobs Levy Equity Management
820
Jacobs Levy Equity Management
New Jersey
– -$25.3M -135,017 Closed
Point72 Asset Management
821
Point72 Asset Management
Connecticut
– -$12.6M -67,200 Closed
MLL
822
Moody Lynn & Lieberson
Massachusetts
– -$11.1M -58,989 Closed
AIM
823
Artemis Investment Management
United Kingdom
– -$9.05M -48,266 Closed
BFIC
824
Bedell Frazier Investment Counselling
California
– -$8.86M -47,250 Closed
SLG
825
Stanley-Laman Group
Pennsylvania
– -$6.46M -34,430 Closed