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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
801
Blue Trust Inc
Georgia
$425K +$1.04K +3 +0.2%
FAG
802
Fortitude Advisory Group
Washington
$423K +$26.9K +78 +7%
CGA
803
Crescent Grove Advisors
Illinois
$423K +$134K +387 +47%
TCBWMS
804
Texas Capital Bank Wealth Management Services
Texas
$423K +$23.1K +67 +6%
WAP
805
Wealthcare Advisory Partners
Pennsylvania
$422K +$22.4K +65 +6%
CWS
806
Confluence Wealth Services
Pennsylvania
$422K +$6.56K +19 +2%
TWP
807
Tyche Wealth Partners
Texas
$419K – – –
SLG
808
Stanley-Laman Group
Pennsylvania
$418K +$413K +1,195 New
KP
809
Keel Point
Alabama
$417K +$11.4K +33 +3%
SIAG
810
Safeguard Investment Advisory Group
California
$415K +$345 +1 +0.1%
SW
811
SVB Wealth
Massachusetts
$413K -$78.7K -228 -16%
PA
812
Profund Advisors
Maryland
$413K -$30K -87 -7%
SFS
813
Sowell Financial Services
Arkansas
$412K +$407K +1,178 New
PMG
814
ProVise Management Group
Florida
$411K -$51.8K -150 -11%
RSWM
815
Robertson Stephens Wealth Management
California
$410K +$1.38K +4 +0.3%
SAI
816
Savvy Advisors Inc
New York
$410K +$13.8K +40 +4%
VAM
817
Verity Asset Management
North Carolina
$410K -$236K -683 -37%
FCT
818
First Community Trust
Iowa
$408K – – –
WIA
819
World Investment Advisors
California
$407K -$54.6K -158 -12%
LIA
820
LS Investment Advisors
Michigan
$407K +$43.2K +125 +12%
ABC
821
Associated Banc-Corp
Wisconsin
$406K – – –
CFG
822
Copley Financial Group
California
$405K +$401K +1,160 New
FC
823
FORA Capital
Florida
$405K +$400K +1,158 New
MS
824
Madden Securities
Texas
$404K -$20.7K -60 -5%
HCM
825
Hengehold Capital Management
Ohio
$403K -$54.9K -159 -12%
31 32
33
34 35