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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
801
Confluence Wealth Services
Pennsylvania
$394K – – –
SIAG
802
Safeguard Investment Advisory Group
California
$394K +$1.14K +4 +0.3%
MA
803
MCF Advisors
Kentucky
$391K -$312K -1,095 -48%
HCP
804
Hardin Capital Partners
South Carolina
$389K -$5.7K -20 -2%
FTWA
805
Fifth Third Wealth Advisors
Ohio
$389K -$39.3K -138 -11%
RSWM
806
Robertson Stephens Wealth Management
California
$389K +$333K +1,170 New
CAI
807
Capital Advisors Inc
Oklahoma
$388K -$3.13K -11 -0.9%
FCT
808
First Community Trust
Iowa
$388K – – –
RMP
809
Richards, Merrill & Peterson
Washington
$386K +$35.3K +124 +12%
ABC
810
Associated Banc-Corp
Wisconsin
$386K -$43.3K -152 -12%
KP
811
Keel Point
Alabama
$385K +$13.7K +48 +4%
SOW
812
State of Wyoming
Wyoming
$384K +$329K +1,156 New
PF
813
Phoenix Financial
Israel
$381K +$28.5K +100 +10%
WAP
814
Wealthcare Advisory Partners
Pennsylvania
$379K +$325K +1,142 New
TCBWMS
815
Texas Capital Bank Wealth Management Services
Texas
$379K -$855 -3 -0.3%
PP
816
Pacifica Partners
Canada
$379K – – –
CFS
817
Cannon Financial Strategists
Georgia
$378K – – –
CPCP
818
Cedar Point Capital Partners
Iowa
$377K +$4.27K +15 +1%
PS
819
Principal Securities
Iowa
$377K +$4.84K +17 +2%
SAI
820
Savvy Advisors Inc
New York
$376K +$48.1K +169 +18%
PTC
821
Petrus Trust Company
Texas
$376K +$322K +1,132 New
FAG
822
Fortitude Advisory Group
Washington
$376K +$3.42K +12 +1%
APW
823
Aurora Private Wealth
New Jersey
$375K -$5.7K -20 -2%
IAIM
824
International Assets Investment Management
Florida
$375K -$139K -487 -30%
SXL
825
Summit X LLC
Missouri
$373K +$1.99K +7 +0.6%
31 32
33
34 35