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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
801
Mission Wealth Management
California
$257K -$862 -3 -0.3%
BCIM
802
Bishop & Co Investment Management
Pennsylvania
$257K
TCOV
803
Trust Company of Vermont
Vermont
$255K
FMTC
804
Farmers & Merchants Trust Company
California
$252K -$28.7K -100 -10%
PAS
805
Professional Advisory Services
Florida
$251K
PMG
806
Private Management Group
California
$250K
FDCDDQ
807
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K -$697K -2,427 -73%
SDWMA
808
Schneider Downs Wealth Management Advisors
Pennsylvania
$248K
SS
809
Simplicity Solutions
Minnesota
$246K -$331K -1,151 -57%
CNC
810
Citizens & Northern Corp
Pennsylvania
$246K
HI
811
Hudock Inc
Pennsylvania
$246K +$287 +1 +0.1%
AFM
812
Andesa Financial Management
Pennsylvania
$245K -$69.5K -242 -22%
AWA
813
Aaron Wealth Advisors
Illinois
$244K +$19.6M +68,327 New
CFA
814
CWS Financial Advisors
Michigan
$243K -$287 -1 -0.1%
PPWM
815
Paragon Private Wealth Management
Kentucky
$241K
CWG
816
Cornerstone Wealth Group
North Carolina
$239K -$1.35M -4,698 -85%
HCM
817
Howland Capital Management
Massachusetts
$238K
KFI
818
Key Financial Inc
Pennsylvania
$238K
VWM
819
Valley Wealth Managers
New Jersey
$238K
NB
820
Nicolet Bankshares
Wisconsin
$238K +$20.1K +70 +9%
MWM
821
Merriman Wealth Management
Washington
$236K +$11.8K +41 +5%
OPS
822
Orion Portfolio Solutions
Nebraska
$235K -$234K -814 -49%
DAS
823
Dynamic Advisor Solutions
Arizona
$235K -$16.9K -59 -7%
FCM
824
Fourpath Capital Management
Oklahoma
$234K
Jones Financial Companies
825
Jones Financial Companies
Missouri
$233K -$62.3K -217 -21%