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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
801
Certified Advisory Corp
Florida
$352K – – –
IP
802
Innovative Portfolios
Indiana
$352K – – –
QPWM
803
Quadrant Private Wealth Management
Pennsylvania
$351K -$20.5K -62 -6%
AG
804
AIA Group
Hong Kong
$351K +$60.9K +184 +22%
CSA
805
Cottage Street Advisors
Massachusetts
$349K – – –
FMTC
806
Farmers & Merchants Trust Company
California
$349K – – –
FFS
807
Founders Financial Securities
Maryland
$349K – – –
IIM
808
Ipswich Investment Management
Massachusetts
$349K – – –
WSC
809
Wellington Shields & Co
New York
$349K – – –
LFM
810
LGT Fund Management
Liechtenstein
$349K +$331K +1,000 New
ECM
811
Estabrook Capital Management
New York
$349K – – –
SCI
812
S&CO Inc
Massachusetts
$348K – – –
MW
813
Marcum Wealth
Ohio
$343K -$23.8K -72 -7%
FNBT
814
FineMark National Bank & Trust
Florida
$343K – – –
GI
815
Gradient Investments
Minnesota
$343K – – –
PWW
816
Pettyjohn Wood & White
Virginia
$343K – – –
NFG
817
Next Financial Group
Texas
$341K +$23.8K +72 +8%
BW
818
Bison Wealth
Georgia
$339K -$99.3K -300 -24%
SF
819
Symphony Financial
Texas
$339K +$331K +999 New
FFM
820
Forum Financial Management
Illinois
$337K +$320K +967 New
SMG
821
Smart Money Group
Texas
$336K +$993 +3 +0.3%
EWA
822
EverSource Wealth Advisors
Alabama
$335K +$318K +959 New
SB
823
Simmons Bank
Arkansas
$333K -$19.9K -60 -6%
FCA
824
FinTrust Capital Advisors
South Carolina
$332K +$331 +1 +0.1%
MS
825
Marshall & Sullivan
Washington
$331K – – –