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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
826
Kelly Financial Services
Massachusetts
$273K +$4.59K +17 +2%
Empower Advisory Group
827
Empower Advisory Group
Colorado
$273K -$35.6K -132 -12%
CIA
828
Concurrent Investment Advisors
Florida
$272K +$11.9K +44 +5%
AFG
829
ABLE Financial Group
Arizona
$272K -$1.08K -4 -0.4%
CRWM
830
Castle Rock Wealth Management
California
$272K +$810 +3 +0.3%
QCG
831
Quadrant Capital Group
Ohio
$271K -$32.7K -121 -11%
BWM
832
BNC Wealth Management
Oregon
$271K -$20.5K -76 -7%
PWW
833
Pettyjohn Wood & White
Virginia
$270K
JCM
834
Jacobi Capital Management
Pennsylvania
$269K +$18.9K +70 +8%
LW
835
Linscomb Wealth
Texas
$267K +$27.8K +103 +12%
KIG
836
Kowal Investment Group
Wisconsin
$267K -$6.75K -25 -3%
ONB
837
Old National Bancorp
Indiana
$267K -$177K -657 -40%
FMWA
838
Forvis Mazars Wealth Advisors
Missouri
$266K +$261K +967 New
SLC
839
Second Line Capital
Louisiana
$265K +$12.7K +47 +5%
FSA
840
Financial Security Advisor
Virginia
$265K +$1.35K +5 +0.5%
KPWS
841
Kestra Private Wealth Services
Texas
$264K -$383K -1,420 -60%
AF
842
Aviso Financial
Ontario, Canada
$264K +$259K +959 New
WA
843
Waverly Advisors
Alabama
$264K +$259K +958 New
JSAM
844
J. Safra Asset Management
New York
$263K +$38.3K +142 +17%
SXL
845
Summit X LLC
Missouri
$263K
MWM
846
Modera Wealth Management
New Jersey
$263K +$270 +1 +0.1%
SMG
847
Smart Money Group
Texas
$262K +$1.35K +5 +0.5%
MS
848
Marshall & Sullivan
Washington
$262K
PP
849
Pegasus Partners
Wisconsin
$262K
TWM
850
Tradition Wealth Management
Minnesota
$261K +$1.35K +5 +0.5%