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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
826
Centric Wealth Management
Illinois
$298K – – –
CRWM
827
Castle Rock Wealth Management
California
$296K – – –
LOPW
828
Live Oak Private Wealth
North Carolina
$295K – – –
PWPS
829
Pinnacle Wealth Planning Services
Ohio
$295K – – –
HI
830
Harbour Investments
Wisconsin
$294K +$9.59K +31 +3%
JCM
831
Jacobi Capital Management
Pennsylvania
$294K -$309 -1 -0.1%
FFA
832
Farther Finance Advisors
California
$293K +$207K +671 +190%
Twin Tree Management
833
Twin Tree Management
Texas
$293K +$285K +923 +905%
KIG
834
Kowal Investment Group
Wisconsin
$292K -$618 -2 -0.2%
MWM
835
Modera Wealth Management
New Jersey
$291K +$19.8K +64 +7%
CCA
836
Column Capital Advisors
Indiana
$290K -$928 -3 -0.3%
CAC
837
Certified Advisory Corp
Florida
$288K – – –
AFG
838
ABLE Financial Group
Arizona
$287K – – –
WP
839
WMS Partners
Maryland
$286K -$3.4K -11 -1%
CSA
840
Cottage Street Advisors
Massachusetts
$286K – – –
ECM
841
Estabrook Capital Management
New York
$286K – – –
FWM
842
FMB Wealth Management
California
$286K – – –
FFS
843
Founders Financial Securities
Maryland
$286K – – –
IIM
844
Ipswich Investment Management
Massachusetts
$286K – – –
RIM
845
RW Investment Management
Idaho
$286K – – –
WSC
846
Wellington Shields & Co
New York
$286K – – –
BCM
847
Brookstone Capital Management
Illinois
$286K +$29.7K +96 +10%
Empower Advisory Group
848
Empower Advisory Group
Colorado
$285K -$24.7K -80 -7%
SCI
849
S&CO Inc
Massachusetts
$285K – – –
MIA
850
Milestone Investment Advisors
Wisconsin
$285K +$308K +996 New