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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
851
Financial Security Advisor
Virginia
$252K +$1.11K +4 +0.4%
DAS
852
Dynamic Advisor Solutions
Arizona
$252K -$2.5K -9 -0.9%
KA
853
KLCM Advisors
Wisconsin
$250K – – –
TWM
854
Tradition Wealth Management
Minnesota
$249K +$1.39K +5 +0.5%
SAI
855
Savvy Advisors Inc
New York
$249K +$61K +219 +29%
HBS
856
Howard Bailey Securities
Indiana
$249K +$268K +964 New
CIA
857
Concurrent Investment Advisors
Florida
$249K -$3.34K -12 -1%
FFS
858
Founders Financial Securities
Maryland
$247K +$835 +3 +0.3%
KLCM
859
KG&L Capital Management
Louisiana
$246K -$278K -1,000 -51%
MS
860
Marshall & Sullivan
Washington
$245K – – –
SIMG
861
Sonora Investment Management Group
Arizona
$245K -$50.4K -181 -16%
MG
862
Mather Group
Illinois
$243K +$64.3K +231 +32%
CI
863
Conning Inc
Connecticut
$243K +$11.1K +40 +4%
CT
864
Colonial Trust
South Carolina
$242K +$129K +465 +98%
FNBT
865
FineMark National Bank & Trust
Florida
$240K -$80.7K -290 -24%
USCWA
866
U.S. Capital Wealth Advisors
Texas
$240K +$259K +929 New
CCC
867
Chelsea Counsel Company
California
$238K – – –
BCIM
868
Bishop & Co Investment Management
Pennsylvania
$237K – – –
MWM
869
Modera Wealth Management
New Jersey
$237K -$16.7K -60 -6%
DI
870
Diligent Investors
California
$236K +$1.67K +6 +0.7%
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$236K -$6.12K -22 -2%
HI
872
Hudock Inc
Pennsylvania
$236K +$557 +2 +0.2%
SMG
873
Smart Money Group
Texas
$234K +$1.39K +5 +0.6%
CIAM
874
Caitong International Asset Management
Hong Kong
$233K +$251K +903 New
AC
875
Apella Capital
Connecticut
$233K +$267K +961 New
33 34
35
36 37