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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
MS
801
Marshall & Sullivan
Washington
$245K – – –
PP
802
Pegasus Partners
Wisconsin
$245K – – –
BC
803
Bowman & Company
Wisconsin
$244K – – –
SIAG
804
Safeguard Investment Advisory Group
California
$243K +$1K +4 +0.4%
EFL
805
ERn Financial LLC
Wisconsin
$242K +$236K +941 New
SMG
806
Smart Money Group
Texas
$242K +$1K +4 +0.4%
CWS
807
Confluence Wealth Services
Pennsylvania
$242K – – –
BW
808
Bison Wealth
Georgia
$238K +$215K +855 New
PWM
809
Perigon Wealth Management
California
$238K +$232K +923 New
BCIM
810
Bishop & Co Investment Management
Pennsylvania
$236K +$230K +918 New
PCA
811
Personal Capital Advisors
California
$235K -$99.9K -398 -30%
IIC
812
Integrated Investment Consultants
Michigan
$235K +$229K +914 New
TCOV
813
Trust Company of Vermont
Vermont
$235K – – –
AF
814
Advisornet Financial
Minnesota
$234K +$51.7K +206 +29%
BCM
815
Brookstone Capital Management
Illinois
$234K +$219K +874 New
PMG
816
Private Management Group
California
$234K +$228K +907 New
T
817
TRUADVICE
Florida
$233K – – –
QCG
818
Quadrant Capital Group
Ohio
$232K +$25.9K +103 +13%
HI
819
Hudock Inc
Pennsylvania
$232K +$4.02K +16 +2%
Los Angeles Capital Management
820
Los Angeles Capital Management
California
$232K +$226K +900 New
LFAS
821
Level Four Advisory Services
Texas
$232K +$226K +900 New
PAS
822
Professional Advisory Services
Florida
$231K +$225K +895 New
CA
823
Clearstead Advisors
Ohio
$230K +$173K +691 +344%
NL
824
NWAM LLC
Washington
$229K +$224K +891 New
OPS
825
Orion Portfolio Solutions
Nebraska
$229K +$223K +888 New