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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
OKSA
801
O'Keefe Stevens Advisory
New York
$229K – – –
WTFG
802
Wells Trecaso Financial Group
Ohio
$229K – – –
BPA
803
Beacon Pointe Advisors
California
$227K +$214K +793 New
OWA
804
Outlook Wealth Advisors
Texas
$225K +$212K +787 New
NB
805
NBT Bank
New York
$224K – – –
TMAM
806
Tokio Marine Asset Management
Japan
$224K +$8.09K +30 +4%
Verition Fund Management
807
Verition Fund Management
Connecticut
$221K -$991K -3,676 -83%
IAIM
808
International Assets Investment Management
Florida
$221K -$157K -582 -43%
JCM
809
Jacobi Capital Management
Pennsylvania
$220K – – –
PCMC
810
Paragon Capital Management (Colorado)
Colorado
$220K – – –
KWM
811
Kingsview Wealth Management
Oregon
$219K +$1.08K +4 +0.5%
HDIM
812
Hanson & Doremus Investment Management
Vermont
$218K +$44.2K +164 +20%
BWFA
813
Baltimore-Washington Financial Advisors
Maryland
$218K +$206K +765 New
SCM
814
Shelton Capital Management
Colorado
$217K – – –
CTC
815
Central Trust Company
Missouri
$216K – – –
JFA
816
Johanson Financial Advisors
California
$216K +$199K +736 New
CCM
817
Coldstream Capital Management
Washington
$216K +$204K +755 New
SCM
818
Salem Capital Management
Massachusetts
$216K +$204K +755 New
KBFS
819
Kohmann Bosshard Financial Services
Ohio
$215K +$203K +753 New
HL
820
HeadInvest LLC
Maine
$214K -$20.2K -75 -9%
HI
821
Horizon Investments
North Carolina
$214K +$202K +748 New
UF
822
Univest Financial
Pennsylvania
$214K +$202K +748 New
KP
823
Keel Point
Alabama
$213K +$201K +744 New
NIMI
824
Natixis Investment Managers International
France
$211K -$5.13K -19 -3%
H
825
HoyleCohen
California
$211K +$199K +736 New