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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
851
West Michigan Advisors
Michigan
$371K +$79.1K +229 +27%
BWFA
852
Baltimore-Washington Financial Advisors
Maryland
$371K +$104K +300 +39%
CW
853
CreativeOne Wealth
Kansas
$369K -$149K -432 -29%
EI
854
Ellevest Inc
New York
$369K +$365K +1,056 New
KFS
855
Kelly Financial Services
Massachusetts
$368K -$10K -29 -3%
IC
856
IEQ Capital
California
$367K -$2.81M -8,127 -89%
CLA
857
Carnegie Lake Advisors
New Jersey
$366K – – –
CFA
858
Cahill Financial Advisors
Minnesota
$365K -$75.6K -219 -17%
PL
859
Plancorp LLC
Missouri
$365K -$691 -2 -0.2%
NP
860
NorthRock Partners
Minnesota
$364K +$360K +1,042 New
USCWA
861
U.S. Capital Wealth Advisors
Texas
$364K +$35.9K +104 +11%
LFAS
862
Level Four Advisory Services
Texas
$364K +$88.8K +257 +33%
SW
863
Simplicity Wealth
New Jersey
$363K -$476K -1,377 -57%
FFM
864
Forum Financial Management
Illinois
$361K – – –
ECM
865
ExodusPoint Capital Management
New York
$360K +$355K +1,029 New
AIP
866
Ameritas Investment Partners
Nebraska
$358K -$13.5K -39 -4%
PCM
867
Parsons Capital Management
Rhode Island
$357K – – –
BWM
868
BKM Wealth Management
Wisconsin
$356K – – –
CT
869
Caldwell Trust
Florida
$355K – – –
WF
870
Welch & Forbes
Massachusetts
$355K – – –
DAS
871
Dynamic Advisor Solutions
Arizona
$355K +$11.1K +32 +3%
KA
872
Kooman & Associates
Pennsylvania
$354K – – –
CAC
873
Certified Advisory Corp
Florida
$352K – – –
CRWM
874
Castle Rock Wealth Management
California
$352K +$345 +1 +0.1%
FWM
875
FMB Wealth Management
California
$351K – – –
33 34
35
36 37