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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
801
Bay Colony Advisors
Massachusetts
$544K +$376 +1 +0.1%
XT
802
XTX Topco
Cayman Islands
$543K +$524K +1,395 New
VT
803
Volterra Technologies
New York
$532K +$514K +1,368 New
PMSA
804
Patrick M. Sweeney & Associates
Illinois
$530K -$1.88K -5 -0.4%
GVAG
805
Great Valley Advisor Group
Delaware
$529K +$30.4K +81 +6%
NRWA
806
North Ridge Wealth Advisors
Oregon
$528K -$19.5K -52 -4%
APA
807
Astoria Portfolio Advisors
New York
$528K -$47.7K -127 -9%
HCM
808
Hutchinson Capital Management
California
$528K – – –
AAS
809
Annex Advisory Services
Wisconsin
$525K -$66.5K -177 -12%
EP
810
Edgestream Partners
New Jersey
$525K -$5.03M -13,371 -91%
DG
811
DMC Group
Alabama
$524K +$85K +226 +20%
FRA
812
Frank Rimerman Advisors
California
$523K +$4.51K +12 +0.9%
GS
813
GTS Securities
Florida
$523K +$277K +736 +121%
MOS
814
MGO One Seven
Ohio
$520K +$13.2K +35 +3%
CWG
815
Cornerstone Wealth Group
North Carolina
$519K +$71.8K +191 +17%
DWM
816
Dakota Wealth Management
Florida
$519K -$17.3K -46 -3%
RMP
817
Richards, Merrill & Peterson
Washington
$519K – – –
FA
818
Fiduciary Alliance
South Carolina
$518K +$16.9K +45 +3%
DO
819
denkapparat Operations
Germany
$513K +$241K +640 +94%
PP
820
Patron Partners
Texas
$512K -$1.5K -4 -0.3%
OCA
821
OpenArc Corporate Advisory
Georgia
$510K +$492K +1,310 New
MWM
822
Modera Wealth Management
New Jersey
$509K +$156K +415 +46%
RCAG
823
Rehmann Capital Advisory Group
Michigan
$508K +$11.7K +31 +2%
CA
824
Cullinan Associates
Kentucky
$506K – – –
VBCG
825
Valley Brook Capital Group
Pennsylvania
$506K – – –
31 32
33
34 35