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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
PHWM
876
Pine Harbor Wealth Management
Maryland
$233K
RWP
877
Revolve Wealth Partners
New Jersey
$232K +$27.8K +100 +13%
PCA
878
Pallas Capital Advisors
Massachusetts
$232K +$250K +898 New
FFA
879
Fragasso Financial Advisors
Pennsylvania
$230K +$835 +3 +0.3%
PMG
880
Private Management Group
California
$230K
FG
881
Foster Group
Iowa
$230K +$13.9K +50 +6%
SC
882
Syon Capital
California
$229K -$126K -454 -34%
FA
883
Fiduciary Alliance
South Carolina
$229K +$3.62K +13 +1%
AI
884
Accredited Investors
Minnesota
$228K +$10.9K +39 +5%
SW
885
Simplicity Wealth
New Jersey
$228K +$245K +882 New
Envestnet Portfolio Solutions
886
Envestnet Portfolio Solutions
Illinois
$227K -$1.35M -4,839 -85%
KV
887
Kickstand Ventures
New York
$227K -$38.4K -138 -14%
ICP
888
Impact Capital Partners
Colorado
$226K +$3.34K +12 +1%
Financial Engines Advisors
889
Financial Engines Advisors
California
$226K -$27.8K -100 -10%
EFL
890
ERn Financial LLC
Wisconsin
$225K -$835 -3 -0.3%
KFI
891
Key Financial Inc
Pennsylvania
$225K
EFS
892
Essex Financial Services
Connecticut
$224K +$30.1K +108 +14%
FBFS
893
First Business Financial Services
Wisconsin
$224K
FFM
894
Forum Financial Management
Illinois
$222K +$24.8K +89 +12%
CWM
895
Congress Wealth Management
Massachusetts
$221K +$27.6K +99 +13%
LW
896
Linscomb Wealth
Texas
$221K -$32K -115 -12%
SAW
897
Signal Advisors Wealth
Michigan
$220K -$26.2K -94 -10%
GL
898
Graypoint LLC
New York
$220K -$18.9K -68 -7%
PAS
899
Professional Advisory Services
Florida
$220K
RBI
900
Raiffeisen Bank International
Austria
$219K