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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
826
Safeguard Investment Advisory Group
California
$277K +$569 +2 +0.2%
AWM
827
Accurate Wealth Management
Florida
$277K +$11.7K +41 +4%
CWS
828
Confluence Wealth Services
Pennsylvania
$276K – – –
VSQM
829
V-Square Quantitative Management
Illinois
$275K +$266K +936 New
ACM
830
Acrisure Capital Management
Texas
$273K +$265K +931 New
CCA
831
Cobblestone Capital Advisors
New York
$273K -$114K -400 -30%
MA
832
MCF Advisors
Kentucky
$271K -$16.5K -58 -6%
BCIM
833
Bishop & Co Investment Management
Pennsylvania
$269K – – –
TCOV
834
Trust Company of Vermont
Vermont
$268K – – –
SMG
835
Smart Money Group
Texas
$267K +$1.14K +4 +0.4%
RIM
836
Rockbridge Investment Management
New York
$266K -$28.4K -100 -10%
PMG
837
Private Management Group
California
$266K – – –
1IA
838
1620 Investment Advisors
Massachusetts
$266K +$9.45M +33,216 New
FCA
839
FinTrust Capital Advisors
South Carolina
$265K – – –
HI
840
Hudock Inc
Pennsylvania
$265K +$284 +1 +0.1%
IIC
841
Integrated Investment Consultants
Michigan
$264K -$3.7K -13 -1%
AA
842
Argent Advisors
Louisiana
$264K -$28.4K -100 -10%
RC
843
Rovin Capital
Arizona
$264K -$81.9K -288 -24%
IIC
844
Ironwood Investment Counsel
Arizona
$263K +$17.9K +63 +8%
PAS
845
Professional Advisory Services
Florida
$263K – – –
PWM
846
Perigon Wealth Management
California
$263K -$7.68K -27 -3%
BCM
847
Brookstone Capital Management
Illinois
$261K +$18.2K +64 +7%
SB
848
Simmons Bank
Arkansas
$259K +$251K +884 New
FFP
849
FourThought Financial Partners
Florida
$259K – – –
BFM
850
Boston Financial Management
Massachusetts
$258K +$250K +879 New
32 33
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35 36