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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
876
Advance Capital Management
Michigan
$235K – – –
CNC
877
Citizens & Northern Corp
Pennsylvania
$235K – – –
JCM
878
Jacobi Capital Management
Pennsylvania
$235K – – –
OKSA
879
O'Keefe Stevens Advisory
New York
$235K – – –
1W
880
1776 Wealth
Georgia
$234K +$227K +798 New
CI
881
CX Institutional
Indiana
$232K +$226K +793 New
TSS
882
Two Sigma Securities
New York
$232K -$19.1K -67 -8%
BW
883
Bison Wealth
Georgia
$231K – – –
BB
884
Bell Bank
North Dakota
$231K – – –
PAM
885
Panagora Asset Management
Massachusetts
$229K -$433K -1,521 -66%
SPIA
886
Steward Partners Investment Advisory
New York
$229K -$1.25M -4,393 -85%
APWM
887
Argonautica Private Wealth Management
Massachusetts
$228K – – –
CLOS
888
Compagnie Lombard Odier SCmA
Switzerland
$227K +$102K +360 +87%
FFA
889
Founders Financial Alliance
North Carolina
$224K +$217K +764 New
SCM
890
Shelton Capital Management
Colorado
$222K +$216K +758 New
HR
891
Howe & Rusling
New York
$222K +$215K +757 New
ZIMP
892
Zimmermann Investment Management & Planning
Pennsylvania
$222K +$215K +757 New
HCM
893
Hollencrest Capital Management
California
$218K +$210K +737 +10,529%
PFM
894
Parsec Financial Management
North Carolina
$218K +$211K +742 New
JSAM
895
J. Safra Asset Management
New York
$217K +$210K +740 New
HDIM
896
Hanson & Doremus Investment Management
Vermont
$217K -$2.27K -8 -1%
ST
897
Sabal Trust
Florida
$216K +$209K +736 New
AWM
898
Aries Wealth Management
Maine
$215K +$208K +733 New
FGA
899
Fortis Group Advisors
New Jersey
$215K +$216K +759 New
EBT
900
Enterprise Bank & Trust
Massachusetts
$215K +$208K +731 New
34 35
36
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