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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
826
Great Valley Advisor Group
Delaware
$655K -$17K -39 -3%
RWP
827
Revolve Wealth Partners
New Jersey
$651K +$28.3K +65 +5%
TPCW
828
TD Private Client Wealth
New York
$649K +$7.83K +18 +1%
MWM
829
Modera Wealth Management
New Jersey
$645K +$435 +1 +0.1%
DG
830
DMC Group
Alabama
$645K -$77.9K -179 -12%
VBCG
831
Valley Brook Capital Group
Pennsylvania
$644K – – –
GTAM
832
Global Trust Asset Management
Florida
$639K +$3.04K +7 +0.5%
HNWAG
833
High Net Worth Advisory Group
Florida
$638K +$560K +1,288 New
WPW
834
Waldron Private Wealth
Pennsylvania
$633K – – –
GC
835
Guggenheim Capital
Illinois
$632K +$70.9K +163 +15%
CFS
836
Cannon Financial Strategists
Georgia
$628K – – –
WWG
837
West Wealth Group
California
$627K +$2.17K +5 +0.4%
BCM
838
Brookstone Capital Management
Illinois
$623K +$28.7K +66 +6%
RMC
839
Resources Management Corp
Connecticut
$622K -$4.35K -10 -0.8%
OCM
840
One Capital Management
California
$621K – – –
CW
841
CreativeOne Wealth
Kansas
$621K +$11.7K +27 +2%
CA
842
Centerpoint Advisors
Massachusetts
$619K – – –
BI
843
Bramshill Investments
Florida
$619K -$109K -250 -17%
DCU
844
Dara Capital US
Florida
$614K +$129K +296 +31%
BCA
845
Bay Colony Advisors
Massachusetts
$614K -$71.3K -164 -12%
NL
846
Navalign LLC
California
$610K +$1.74K +4 +0.3%
KA
847
Kovack Advisors
Florida
$609K +$435 +1 +0.1%
TCBWMS
848
Texas Capital Bank Wealth Management Services
Texas
$608K +$5.22K +12 +1%
PS
849
Principal Securities
Iowa
$608K -$105K -241 -16%
NP
850
NorthRock Partners
Minnesota
$608K +$19.1K +44 +4%
32 33
34
35 36