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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
851
Harbour Investments
Wisconsin
$297K -$204K -616 -42%
KFI
852
Key Financial Inc
Pennsylvania
$297K – – –
VWM
853
Valley Wealth Managers
New Jersey
$296K -$33.1K -100 -11%
BG
854
Bahl & Gaynor
Ohio
$295K – – –
FCM
855
Fourpath Capital Management
Oklahoma
$292K +$277K +837 New
IIC
856
Ironwood Investment Counsel
Arizona
$291K – – –
BPA
857
Beacon Pointe Advisors
California
$291K +$44.4K +134 +19%
WFI
858
West Family Investments
California
$287K – – –
IAIM
859
International Assets Investment Management
Florida
$284K +$12.6K +38 +5%
BWFA
860
Baltimore-Washington Financial Advisors
Maryland
$284K +$16.6K +50 +7%
SIA
861
Schechter Investment Advisors
Michigan
$284K +$270K +815 New
CWM
862
Connecticut Wealth Management
Connecticut
$283K – – –
SSG
863
Summit Securities Group
New York
$283K +$269K +812 New
FG
864
Foster Group
Iowa
$282K +$662 +2 +0.2%
MWM
865
Merriman Wealth Management
Washington
$280K – – –
BAM
866
Bruderman Asset Management
New York
$279K -$34.4K -104 -12%
HL
867
HeadInvest LLC
Maine
$279K – – –
OKSA
868
O'Keefe Stevens Advisory
New York
$279K – – –
WTFG
869
Wells Trecaso Financial Group
Ohio
$279K – – –
ACM
870
Advance Capital Management
Michigan
$279K +$265K +800 New
EN1L
871
Engine No 1 LLC
California
$277K +$263K +793 New
NB
872
Nicolet Bankshares
Wisconsin
$272K -$46.4K -140 -15%
NB
873
NBT Bank
New York
$272K – – –
MFW
874
Mosaic Family Wealth
Missouri
$272K +$258K +780 New
BWM
875
BT Wealth Management
Georgia
$271K +$258K +778 New
33 34
35
36 37