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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
T
851
TOBAM
France
$118K – – –
DAC
852
Dividend Assets Capital
South Carolina
$114K -$4.05K -15 -4%
TFM
853
TFC Financial Management
Massachusetts
$112K +$7.82K +29 +8%
PP
854
Paloma Partners
Connecticut
$110K -$51.8K -192 -33%
BCA
855
Berman Capital Advisors
Georgia
$110K +$9.44K +35 +10%
PCM
856
Penserra Capital Management
California
$108K +$24.3K +90 +31%
BBHC
857
Brown Brothers Harriman & Co
New York
$106K -$539 -2 -0.5%
LPWM
858
Lake Point Wealth Management
Texas
$105K +$98.7K +366 New
CT
859
Caldwell Trust
Florida
$100K -$47.2K -175 -33%
VNA
860
Valley National Advisers
Pennsylvania
$96K +$8.36K +31 +10%
CFO
861
CVA Family Office
Colorado
$94K +$8.09K +30 +10%
1IA
862
1834 Investment Advisors
Wisconsin
$92K – – –
EFSCE
863
Enterprise Financial Services Corp (EFSC)
Missouri
$92K – – –
TWA
864
TCI Wealth Advisors
Arizona
$91K +$2.97K +11 +4%
HC
865
Hoese & Co
Minnesota
$90K -$27K -100 -24%
SC
866
Solstein Capital
California
$90K +$32.4K +120 +62%
SIAP
867
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$86K – – –
MA
868
MCF Advisors
Kentucky
$84K -$1.35K -5 -2%
WBC
869
West Branch Capital
Massachusetts
$82K +$77.7K +288 New
JFGIW
870
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K +$27K +100 +54%
LSA
871
Leonteq Securities AG
Switzerland
$78.4K -$56.4K -209 -43%
KFP
872
KB Financial Partners
New Jersey
$78K +$1.62K +6 +2%
MA
873
Modus Advisors
Minnesota
$78K +$73.4K +272 New
CWP
874
Concord Wealth Partners
Virginia
$77K +$20.2K +75 +38%
VCM
875
Versant Capital Management
Arizona
$76K +$270 +1 +0.4%
33 34
35
36 37