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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
801
Safeguard Investment Advisory Group
California
$260K +$1.15K +4 +0.4%
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$259K – – –
OR
803
Olympiad Research
Connecticut
$259K +$5.46K +19 +2%
WP
804
WealthSource Partners
California
$259K +$266K +925 New
EFL
805
ERn Financial LLC
Wisconsin
$258K -$259K -902 -49%
MWM
806
Mission Wealth Management
California
$257K -$862 -3 -0.3%
BCIM
807
Bishop & Co Investment Management
Pennsylvania
$257K – – –
TCOV
808
Trust Company of Vermont
Vermont
$255K – – –
FMTC
809
Farmers & Merchants Trust Company
California
$252K -$28.7K -100 -10%
PAS
810
Professional Advisory Services
Florida
$251K – – –
PMG
811
Private Management Group
California
$250K – – –
FDCDDQ
812
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K -$697K -2,427 -73%
SDWMA
813
Schneider Downs Wealth Management Advisors
Pennsylvania
$248K – – –
SS
814
Simplicity Solutions
Minnesota
$246K -$331K -1,151 -57%
CNC
815
Citizens & Northern Corp
Pennsylvania
$246K – – –
HI
816
Hudock Inc
Pennsylvania
$246K +$287 +1 +0.1%
AFM
817
Andesa Financial Management
Pennsylvania
$245K -$69.5K -242 -22%
CFA
818
CWS Financial Advisors
Michigan
$243K -$287 -1 -0.1%
PPWM
819
Paragon Private Wealth Management
Kentucky
$241K – – –
CWG
820
Cornerstone Wealth Group
North Carolina
$239K -$1.35M -4,698 -85%
HCM
821
Howland Capital Management
Massachusetts
$238K – – –
KFI
822
Key Financial Inc
Pennsylvania
$238K – – –
VWM
823
Valley Wealth Managers
New Jersey
$238K – – –
NB
824
Nicolet Bankshares
Wisconsin
$238K +$20.1K +70 +9%
MWM
825
Merriman Wealth Management
Washington
$236K +$11.8K +41 +5%
31 32
33
34 35