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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
876
TrinityPoint Wealth
Connecticut
$298K +$26.3K +94 +11%
FSA
877
Financial Security Advisor
Virginia
$296K +$1.4K +5 +0.5%
OA
878
Oracle Alpha
Ontario, Canada
$296K +$267K +954 New
IAIM
879
International Assets Investment Management
Florida
$295K +$21K +75 +9%
MS
880
Marshall & Sullivan
Washington
$295K – – –
PP
881
Pegasus Partners
Wisconsin
$295K – – –
SMG
882
Smart Money Group
Texas
$295K +$1.4K +5 +0.5%
PPWM
883
Paragon Private Wealth Management
Kentucky
$294K +$4.48K +16 +2%
ANBT
884
American National Bank & Trust
Texas
$294K +$118K +422 +81%
PMG
885
Private Management Group
California
$292K – – –
EA
886
Emerald Advisers
Pennsylvania
$290K -$841 -3 -0.3%
TC
887
TownSquare Capital
Utah
$289K +$63.6K +227 +32%
CI
888
Conning Inc
Connecticut
$288K – – –
PCM
889
Prelude Capital Management
New York
$288K -$117K -419 -31%
BCIM
890
Bishop & Co Investment Management
Pennsylvania
$285K +$257K +918 New
SLC
891
Second Line Capital
Louisiana
$284K +$257K +916 New
BC
892
Bowman & Company
Wisconsin
$283K – – –
HI
893
Hudock Inc
Pennsylvania
$281K +$561 +2 +0.2%
PHWM
894
Pine Harbor Wealth Management
Maryland
$279K +$252K +900 New
PS
895
Principal Securities
Iowa
$279K +$252K +898 New
BWP
896
Barlow Wealth Partners
Kentucky
$278K +$251K +895 New
FNBT
897
FineMark National Bank & Trust
Florida
$278K +$12.9K +46 +5%
EFL
898
ERn Financial LLC
Wisconsin
$277K – – –
CWM
899
Centric Wealth Management
Illinois
$277K – – –
FHA
900
First Horizon Advisors
Tennessee
$275K +$561 +2 +0.2%
34 35
36
37 38