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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
876
IAG Wealth Partners
Wisconsin
$34K – – –
TFP
877
Tilia Fiduciary Partners
North Carolina
$34K – – –
AIM
878
Anchor Investment Management
South Carolina
$33.9K – – –
QC
879
Quent Capital
New York
$31K -$5.42K -24 -14%
CB
880
Community Bank
New York
$31K – – –
TF
881
TimeScale Financial
Massachusetts
$31K +$226 +1 +0.6%
TCWM
882
Total Clarity Wealth Management
Illinois
$31K +$35.5K +157 New
AAP
883
Arax Advisory Partners
Colorado
$30K +$3.84K +17 +13%
NICM
884
Neo Ivy Capital Management
New York
$29K +$33.4K +148 New
PFBT
885
Parkside Financial Bank & Trust
Missouri
$27K +$10.4K +46 +51%
HFS
886
Heritage Financial Services
Massachusetts
$27K +$31.2K +138 New
BWP
887
Baldwin Wealth Partners
Massachusetts
$26K – – –
SFG
888
Steward Financial Group
Texas
$26K +$677 +3 +2%
HCP
889
Hexagon Capital Partners
Arkansas
$26K +$11.3K +50 +63%
GWM
890
Geneos Wealth Management
Colorado
$25K -$3.84K -17 -12%
FP
891
Financial Perspectives
Minnesota
$22.3K – – –
KC
892
Knuff & Co
California
$20K – – –
LWP
893
Lumature Wealth Partners
Georgia
$20K – – –
CSB
894
City State Bank
Iowa
$18K – – –
YAL
895
Your Advocates Ltd
Texas
$18K +$226 +1 +1%
CA
896
Crewe Advisors
Utah
$18K +$12.4K +55 +157%
BIA
897
Bell Investment Advisors
California
$18K +$19.9K +88 New
BWA
898
BDO Wealth Advisors
Florida
$16K – – –
EIM
899
Essex Investment Management
Massachusetts
$16K – – –
SC
900
Sierra Capital
Florida
$15K -$3.84K -17 -19%
34 35
36
37 38