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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CCC
801
Crescent Capital Consulting
Louisiana
$201K +$196K +800 New
OKSA
802
O'Keefe Stevens Advisory
New York
$201K +$196K +800 New
WTFG
803
Wells Trecaso Financial Group
Ohio
$201K +$196K +800 New
BA
804
Bristlecone Advisors
Washington
$201K +$196K +803 New
NIMI
805
Natixis Investment Managers International
France
$198K +$193K +790 New
FCB
806
First Command Bank
Texas
$197K – – –
FCFS
807
First Command Financial Services
Texas
$197K – – –
MAM
808
Meeder Asset Management
Ohio
$194K +$90.3K +369 +91%
JCM
809
Jacobi Capital Management
Pennsylvania
$193K – – –
Central Trust Company
810
Central Trust Company
Missouri
$190K +$24.5K +100 +15%
Hills Bank & Trust
811
Hills Bank & Trust
Iowa
$180K – – –
PFA
812
Professional Financial Advisors
Nebraska
$176K – – –
SBSB
813
Sullivan, Bruyette, Speros & Blaney
Virginia
$173K -$31.8K -130 -16%
IAIM
814
International Assets Investment Management
Florida
$169K +$165K +673 New
RWA
815
Ropes Wealth Advisors
Massachusetts
$167K +$3.42K +14 +2%
AWM
816
Atticus Wealth Management
Florida
$166K +$161K +660 New
CAAS
817
Capital Asset Advisory Services
Michigan
$164K +$160K +655 New
CFA
818
Carroll Financial Associates
North Carolina
$162K – – –
NFG
819
Next Financial Group
Texas
$156K -$2.94K -12 -2%
MIM
820
Merrion Investment Management
New Jersey
$154K +$151K +616 New
TWM
821
Tradition Wealth Management
Minnesota
$145K +$142K +580 New
KCM
822
Kathmere Capital Management
Pennsylvania
$138K – – –
MFA
823
McClarren Financial Advisors
Pennsylvania
$132K +$129K +526 New
CT
824
Caldwell Trust
Florida
$132K – – –
AWM
825
Accel Wealth Management
Iowa
$128K +$125K +511 New