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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
801
ERn Financial LLC
Wisconsin
$242K +$236K +941 New
SMG
802
Smart Money Group
Texas
$242K +$1K +4 +0.4%
CWS
803
Confluence Wealth Services
Pennsylvania
$242K
BW
804
Bison Wealth
Georgia
$238K +$215K +855 New
PWM
805
Perigon Wealth Management
California
$238K +$232K +923 New
BCIM
806
Bishop & Co Investment Management
Pennsylvania
$236K +$230K +918 New
PCA
807
Personal Capital Advisors
California
$235K -$99.9K -398 -30%
IIC
808
Integrated Investment Consultants
Michigan
$235K +$229K +914 New
TCOV
809
Trust Company of Vermont
Vermont
$235K
AF
810
Advisornet Financial
Minnesota
$234K +$51.7K +206 +29%
BCM
811
Brookstone Capital Management
Illinois
$234K +$219K +874 New
PMG
812
Private Management Group
California
$234K +$228K +907 New
T
813
TRUADVICE
Florida
$233K
QCG
814
Quadrant Capital Group
Ohio
$232K +$25.9K +103 +13%
HI
815
Hudock Inc
Pennsylvania
$232K +$4.02K +16 +2%
Los Angeles Capital Management
816
Los Angeles Capital Management
California
$232K +$226K +900 New
LFAS
817
Level Four Advisory Services
Texas
$232K +$226K +900 New
PAS
818
Professional Advisory Services
Florida
$231K +$225K +895 New
CA
819
Clearstead Advisors
Ohio
$230K +$173K +691 +344%
NL
820
NWAM LLC
Washington
$229K +$224K +891 New
OPS
821
Orion Portfolio Solutions
Nebraska
$229K +$223K +888 New
FFP
822
FourThought Financial Partners
Florida
$227K +$221K +881 New
GLA
823
Great Lakes Advisors
Illinois
$224K +$218K +870 New
CWG
824
Cornerstone Wealth Group
North Carolina
$223K +$217K +866 New
FBFS
825
First Business Financial Services
Wisconsin
$223K +$218K +867 New