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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
851
LS Investment Advisors
Michigan
$345K +$296K +1,040 New
FFM
852
Forum Financial Management
Illinois
$343K +$49K +172 +20%
FG
853
Foster Group
Iowa
$341K +$39K +137 +15%
PCM
854
Parsons Capital Management
Rhode Island
$339K – – –
BWM
855
BKM Wealth Management
Wisconsin
$338K – – –
CT
856
Caldwell Trust
Florida
$338K – – –
WF
857
Welch & Forbes
Massachusetts
$337K -$29.6K -104 -9%
KA
858
Kooman & Associates
Pennsylvania
$337K -$285 -1 -0.1%
GWMR
859
GC Wealth Management RIA
Massachusetts
$336K +$288K +1,012 New
CAC
860
Certified Advisory Corp
Florida
$335K – – –
FWM
861
FMB Wealth Management
California
$333K -$570 -2 -0.2%
WPW
862
Warther Private Wealth
Ohio
$333K +$286K +1,003 New
BFM
863
Boothbay Fund Management
New York
$333K +$285K +1,001 New
EPIMS
864
Evelyn Partners Investment Management Services
$332K -$997K -3,500 -78%
FFS
865
Founders Financial Securities
Maryland
$332K -$855 -3 -0.3%
RIM
866
RW Investment Management
Idaho
$332K – – –
WSC
867
Wellington Shields & Co
New York
$332K – – –
SDIC
868
South Dakota Investment Council
South Dakota
$332K – – –
LOPW
869
Live Oak Private Wealth
North Carolina
$332K -$19.7K -69 -6%
EB
870
Eastern Bank
Massachusetts
$329K – – –
AFG
871
ABLE Financial Group
Arizona
$328K -$855 -3 -0.3%
DAS
872
Dynamic Advisor Solutions
Arizona
$327K +$1.99K +7 +0.7%
PWW
873
Pettyjohn Wood & White
Virginia
$326K – – –
FSA
874
Financial Security Advisor
Virginia
$326K +$1.14K +4 +0.4%
1W
875
1776 Wealth
Georgia
$325K -$14.5K -51 -5%
33 34
35
36 37