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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
WP
851
WMS Partners
Maryland
$313K +$1.96K +7 +0.7%
AFG
852
ABLE Financial Group
Arizona
$313K +$1.12K +4 +0.4%
BWM
853
BKM Wealth Management
Wisconsin
$313K +$282K +1,007 New
Modera Wealth Management
854
Modera Wealth Management
New Jersey
$312K -$3.36K -12 -1%
FWM
855
FMB Wealth Management
California
$311K +$280 +1 +0.1%
ECM
856
Estabrook Capital Management
New York
$310K – – –
FFS
857
Founders Financial Securities
Maryland
$310K – – –
IIM
858
Ipswich Investment Management
Massachusetts
$310K – – –
RIM
859
RW Investment Management
Idaho
$310K – – –
WSC
860
Wellington Shields & Co
New York
$310K – – –
WWP
861
Walden Wealth Partners
Ohio
$310K +$280K +1,000 New
SCI
862
S&CO Inc
Massachusetts
$310K – – –
CRWM
863
Castle Rock Wealth Management
California
$309K – – –
KP
864
Keel Point
Alabama
$307K -$22.7K -81 -8%
CQS
865
Credential Qtrade Securities
$307K -$27.2K -97 -9%
Empower Advisory Group
866
Empower Advisory Group
Colorado
$307K -$1.96K -7 -0.7%
TIA
867
Tiemann Investment Advisors
California
$307K – – –
PWW
868
Pettyjohn Wood & White
Virginia
$305K – – –
KFS
869
Kelly Financial Services
Massachusetts
$303K -$20.2K -72 -7%
Plancorp LLC
870
Plancorp LLC
Missouri
$303K +$7.85K +28 +3%
SWA
871
SFMG Wealth Advisors
Texas
$300K -$2.52K -9 -0.9%
Perigon Wealth Management
872
Perigon Wealth Management
California
$299K -$34.2K -122 -11%
Wellington Management Group
873
Wellington Management Group
Massachusetts
$299K -$297K -1,061 -52%
AF
874
Advisornet Financial
Minnesota
$299K -$2.24K -8 -0.8%
TW
875
TrinityPoint Wealth
Connecticut
$298K +$26.3K +94 +11%