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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
NL
851
Navalign LLC
California
$610K +$1.74K +4 +0.3%
KA
852
Kovack Advisors
Florida
$609K +$435 +1 +0.1%
TCBWMS
853
Texas Capital Bank Wealth Management Services
Texas
$608K +$5.22K +12 +1%
PS
854
Principal Securities
Iowa
$608K -$105K -241 -16%
NP
855
NorthRock Partners
Minnesota
$608K +$19.1K +44 +4%
MSA
856
Marathon Strategic Advisors
Pennsylvania
$606K – – –
LAI
857
Legal Advantage Investments
California
$606K +$533K +1,225 New
SP
858
SmartHarvest Portfolios
Washington
$605K +$29.1K +67 +6%
SAM
859
Steinberg Asset Management
New York
$605K – – –
MBT
860
Montecito Bank & Trust
California
$605K +$183K +420 +52%
CI
861
Corient IA
Florida
$604K – – –
ZCP
862
Z3 Capital Partners
Virginia
$604K -$113K -260 -18%
NO
863
Ninety One
South Africa
$601K +$532K +1,222 New
MWM
864
Maridea Wealth Management
New York
$599K +$33.5K +77 +7%
Walleye Capital
865
Walleye Capital
New York
$598K +$525K +1,207 New
SLG
866
Stanley-Laman Group
Pennsylvania
$596K +$3.92K +9 +0.8%
SIAG
867
Safeguard Investment Advisory Group
California
$595K +$1.3K +3 +0.3%
CA
868
Cullinan Associates
Kentucky
$594K – – –
TWP
869
Tyche Wealth Partners
Texas
$594K – – –
CSIC
870
Clifford Swan Investment Counsel
California
$594K -$10.9K -25 -2%
ERSOT
871
Employees Retirement System of Texas
Texas
$593K – – –
PDL
872
Portfolio Design Labs
California
$590K -$2.61K -6 -0.5%
1WM
873
1900 Wealth Management
Texas
$585K -$16.5K -38 -3%
RWM
874
Ritholtz Wealth Management
New York
$580K +$42.6K +98 +9%
SPIA
875
Steward Partners Investment Advisory
New York
$577K -$211K -486 -29%