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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
UBV
801
United Bank (Virginia)
Virginia
$319K – – –
AFG
802
Allegheny Financial Group
Pennsylvania
$319K +$344K +1,114 New
MNBTD
803
Moody National Bank Trust Division
Texas
$318K – – –
MGIA
804
Moneta Group Investment Advisors
Missouri
$317K -$56.9K -184 -14%
FDCDDQ
805
Federation des caisses Desjardins du Quebec
Quebec, Canada
$316K +$15.5K +50 +5%
BWM
806
BNC Wealth Management
Oregon
$316K – – –
MBTD
807
Mechanics Bank - Trust Department
California
$316K -$5.57K -18 -2%
AFG
808
Atomi Financial Group
New York
$316K -$30.6K -99 -8%
MAP
809
Milestone Advisory Partners
North Carolina
$314K – – –
CA
810
CoreCap Advisors
Michigan
$313K -$53.5K -173 -14%
P
811
Pitcairn
Pennsylvania
$311K +$11.1K +36 +3%
CQS
812
Credential Qtrade Securities
$311K -$8.66K -28 -3%
PWM
813
Perigon Wealth Management
California
$310K -$30.3K -98 -8%
CWM
814
Connecticut Wealth Management
Connecticut
$310K -$1.85K -6 -0.5%
R
815
Rebalance
California
$310K – – –
BP
816
Ballentine Partners
Massachusetts
$309K -$1.85K -6 -0.6%
QCG
817
Quadrant Capital Group
Ohio
$308K +$64K +207 +24%
KP
818
Keel Point
Alabama
$306K -$12.4K -40 -4%
LW
819
Linscomb Wealth
Texas
$305K – – –
Lido Advisors
820
Lido Advisors
California
$302K +$12.7K +41 +4%
FP
821
Foundry Partners
Minnesota
$301K -$135K -436 -29%
SIA
822
Schechter Investment Advisors
Michigan
$300K +$66.8K +216 +26%
HCM
823
Highlander Capital Management
New Jersey
$300K +$324K +1,048 New
KFS
824
Kelly Financial Services
Massachusetts
$299K +$4.33K +14 +1%
SFC
825
Strategic Financial Concepts
Texas
$299K +$928 +3 +0.3%