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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
826
Envestnet Portfolio Solutions
Illinois
$487K -$20.1K -51 -4%
HCM
827
Hutchinson Capital Management
California
$487K – – –
AlphaCore Capital
828
AlphaCore Capital
California
$486K -$155K -393 -22%
RCAG
829
Rehmann Capital Advisory Group
Michigan
$484K +$16.6K +42 +3%
PMSA
830
Patrick M. Sweeney & Associates
Illinois
$483K -$5.92K -15 -1%
VC
831
Vicus Capital
Pennsylvania
$483K +$105K +267 +25%
Dakota Wealth Management
832
Dakota Wealth Management
Florida
$482K +$4.34K +11 +0.8%
FRA
833
Frank Rimerman Advisors
California
$480K -$1.97K -5 -0.4%
Annex Advisory Services
834
Annex Advisory Services
Wisconsin
$477K -$7.89K -20 -1%
MGO One Seven
835
MGO One Seven
Ohio
$474K -$5.92K -15 -1%
DA
836
Dillon & Associates
Michigan
$472K +$50.5K +128 +11%
Modera Wealth Management
837
Modera Wealth Management
New Jersey
$467K -$2.76K -7 -0.5%
VBCG
838
Valley Brook Capital Group
Pennsylvania
$467K – – –
Leonteq Securities AG
839
Leonteq Securities AG
Switzerland
$467K +$165K +419 +48%
TD Private Client Wealth
840
TD Private Client Wealth
New York
$464K -$78.9K -200 -13%
GTAM
841
Global Trust Asset Management
Florida
$460K +$3.16K +8 +0.6%
Waldron Private Wealth
842
Waldron Private Wealth
Pennsylvania
$459K +$36.7K +93 +8%
Sagespring Wealth Partners
843
Sagespring Wealth Partners
Tennessee
$456K +$9.08K +23 +2%
SF
844
Symphony Financial
Texas
$455K -$121K -306 -19%
CFS
845
Cannon Financial Strategists
Georgia
$455K – – –
RMC
846
Resources Management Corp
Connecticut
$454K -$7.1K -18 -1%
WWG
847
West Wealth Group
California
$453K +$8.29K +21 +2%
PPWP
848
Premier Path Wealth Partners
New Jersey
$452K +$204K +517 +70%
CA
849
Centerpoint Advisors
Massachusetts
$449K – – –
RWP
850
Revolve Wealth Partners
New Jersey
$449K +$10.7K +27 +2%