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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
NIMI
801
Natixis Investment Managers International
France
$198K +$193K +790 New
FCB
802
First Command Bank
Texas
$197K – – –
FCFS
803
First Command Financial Services
Texas
$197K – – –
MAM
804
Meeder Asset Management
Ohio
$194K +$90.3K +369 +91%
JCM
805
Jacobi Capital Management
Pennsylvania
$193K – – –
CTC
806
Central Trust Company
Missouri
$190K +$24.5K +100 +15%
HBT
807
Hills Bank & Trust
Iowa
$180K – – –
PFA
808
Professional Financial Advisors
Nebraska
$176K – – –
SBSB
809
Sullivan, Bruyette, Speros & Blaney
Virginia
$173K -$31.8K -130 -16%
IAIM
810
International Assets Investment Management
Florida
$169K +$165K +673 New
RWA
811
Ropes Wealth Advisors
Massachusetts
$167K +$3.42K +14 +2%
AWM
812
Atticus Wealth Management
Florida
$166K +$161K +660 New
CAAS
813
Capital Asset Advisory Services
Michigan
$164K +$160K +655 New
CFA
814
Carroll Financial Associates
North Carolina
$162K – – –
NFG
815
Next Financial Group
Texas
$156K -$2.94K -12 -2%
MIM
816
Merrion Investment Management
New Jersey
$154K +$151K +616 New
TWM
817
Tradition Wealth Management
Minnesota
$145K +$142K +580 New
KCM
818
Kathmere Capital Management
Pennsylvania
$138K – – –
MFA
819
McClarren Financial Advisors
Pennsylvania
$132K +$129K +526 New
CT
820
Caldwell Trust
Florida
$132K – – –
AWM
821
Accel Wealth Management
Iowa
$128K +$125K +511 New
APA
822
American Portfolios Advisors
New York
$120K +$26.4K +108 +29%
AA
823
AlphaMark Advisors
Kentucky
$120K -$37.4K -153 -24%
PWPS
824
Pinnacle Wealth Planning Services
Ohio
$120K +$117K +477 New
BAM
825
Belpointe Asset Management
Nevada
$118K +$245 +1 +0.2%
31 32
33
34 35