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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
801
Safeguard Investment Advisory Group
California
$364K +$1.12K +4 +0.3%
WP
802
WealthPLAN Partners
Nebraska
$364K – – –
CGA
803
Crescent Grove Advisors
Illinois
$363K – – –
FCT
804
First Community Trust
Iowa
$363K – – –
BW
805
Bison Wealth
Georgia
$363K +$10.4K +37 +3%
CCP
806
Clarity Capital Partners
California
$362K +$327K +1,167 New
FMTC
807
Farmers & Merchants Trust Company
California
$362K +$58.3K +208 +22%
HA
808
Harfst & Associates
Wyoming
$360K – – –
KV
809
Kickstand Ventures
New York
$359K -$14.9K -53 -4%
SFG
810
SevenBridge Financial Group
Pennsylvania
$358K +$8.41K +30 +3%
AFG
811
Allegheny Financial Group
Pennsylvania
$357K +$9.53K +34 +3%
1W
812
1776 Wealth
Georgia
$356K – – –
CFS
813
Cannon Financial Strategists
Georgia
$353K – – –
SIA
814
Schechter Investment Advisors
Michigan
$352K +$23.3K +83 +8%
CFFP
815
Center for Financial Planning
Michigan
$351K -$21.9K -78 -6%
PCM
816
Parsons Capital Management
Rhode Island
$351K – – –
APW
817
Aurora Private Wealth
New Jersey
$351K – – –
DP
818
Dearborn Partners
Illinois
$350K – – –
JCM
819
Jacobi Capital Management
Pennsylvania
$350K +$28K +100 +10%
KA
820
KLCM Advisors
Wisconsin
$349K -$3.36K -12 -1%
TAM
821
Tealwood Asset Management
Minnesota
$348K – – –
QCG
822
Quadrant Capital Group
Ohio
$346K +$10.4K +37 +3%
AI
823
Atom Investors
Texas
$346K -$10.4K -37 -3%
UBV
824
United Bank (Virginia)
Virginia
$346K – – –
MBTD
825
Mechanics Bank - Trust Department
California
$343K – – –
31 32
33
34 35