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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
851
Americana Partners
Texas
$254K – – –
MWM
852
Modera Wealth Management
New Jersey
$253K -$3.19K -12 -1%
QCG
853
Quadrant Capital Group
Ohio
$252K -$12.5K -47 -5%
PS
854
Principal Securities
Iowa
$251K +$2.92K +11 +1%
AF
855
Aviso Financial
Ontario, Canada
$249K -$7.96K -30 -3%
WA
856
Waverly Advisors
Alabama
$249K -$8.23K -31 -3%
CI
857
Conning Inc
Connecticut
$249K -$531 -2 -0.2%
CCC
858
Chelsea Counsel Company
California
$248K -$199K -750 -45%
PPWM
859
Paragon Private Wealth Management
Kentucky
$248K +$245K +922 New
BWP
860
BSW Wealth Partners
Colorado
$247K +$4.25K +16 +2%
BCIM
861
Bishop & Co Investment Management
Pennsylvania
$246K – – –
CT
862
Caldwell Trust
Florida
$246K -$3.72K -14 -2%
EH
863
Equitable Holdings
New York
$245K +$242K +912 New
IIC
864
Ironwood Investment Counsel
Arizona
$244K -$53.1K -200 -18%
HI
865
Hudock Inc
Pennsylvania
$244K +$531 +2 +0.2%
DI
866
Diligent Investors
California
$244K +$265 +1 +0.1%
FPAS
867
Focus Partners Advisor Solutions
Missouri
$243K -$103K -388 -30%
TW
868
TrinityPoint Wealth
Connecticut
$242K -$10.9K -41 -4%
CWS
869
Confluence Wealth Services
Pennsylvania
$242K -$216K -813 -47%
PHWM
870
Pine Harbor Wealth Management
Maryland
$242K – – –
CCT
871
Capital City Trust
Florida
$240K – – –
RSWM
872
Robertson Stephens Wealth Management
California
$239K +$237K +892 New
PMG
873
Private Management Group
California
$239K -$13.3K -50 -5%
SMG
874
Smart Money Group
Texas
$239K -$11.9K -45 -5%
FFA
875
Fragasso Financial Advisors
Pennsylvania
$236K -$107K -403 -31%
33 34
35
36 37