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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
801
Safeguard Investment Advisory Group
California
$202K +$2.1K +9 +1%
CWS
802
Confluence Wealth Services
Pennsylvania
$201K -$802K -3,440 -79%
MCM
803
Maple Capital Management
Vermont
$201K +$175K +750 New
SMG
804
Smart Money Group
Texas
$201K +$218K +934 New
AssetMark Inc
805
AssetMark Inc
California
$198K -$2.33K -10 -1%
TCOV
806
Trust Company of Vermont
Vermont
$196K – – –
SWM
807
Selective Wealth Management
Virginia
$191K -$253K -1,086 -55%
FF
808
FourThought Financial
Florida
$190K -$3.03K -13 -1%
HI
809
Hudock Inc
Pennsylvania
$190K +$466 +2 +0.2%
MA
810
MCF Advisors
Kentucky
$188K +$50.4K +216 +33%
KFI
811
Key Financial Inc
Pennsylvania
$183K – – –
Federated Hermes
812
Federated Hermes
Pennsylvania
$180K -$25.4K -109 -12%
TWM
813
Tradition Wealth Management
Minnesota
$180K +$36.6K +157 +23%
JSAM
814
J. Safra Asset Management
New York
$177K – – –
CTC
815
Central Trust Company
Missouri
$172K – – –
HI
816
Harbour Investments
Wisconsin
$172K – – –
QCG
817
Quadrant Capital Group
Ohio
$172K +$28K +120 +18%
HDIM
818
Hanson & Doremus Investment Management
Vermont
$171K – – –
SIM
819
Sentry Investment Management
Wisconsin
$168K – – –
NIMI
820
Natixis Investment Managers International
France
$160K -$2.05M -8,791 -92%
TFM
821
TFC Financial Management
Massachusetts
$160K +$85.6K +367 +97%
AG
822
AIA Group
Hong Kong
$154K -$108K -464 -39%
HBT
823
Hills Bank & Trust
Iowa
$154K – – –
PFA
824
Professional Financial Advisors
Nebraska
$151K – – –
AF
825
Advisornet Financial
Minnesota
$151K +$47.1K +202 +40%