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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
876
Warther Private Wealth
Ohio
$350K -$1.04K -3 -0.3%
EPIMS
877
Evelyn Partners Investment Management Services
$350K – – –
FFS
878
Founders Financial Securities
Maryland
$350K – – –
WSC
879
Wellington Shields & Co
New York
$350K – – –
NL
880
NWAM LLC
Washington
$349K -$135K -390 -28%
LOPW
881
Live Oak Private Wealth
North Carolina
$349K – – –
SMA
882
Seven Mile Advisory
New Jersey
$347K +$63.2K +183 +23%
FSA
883
Financial Security Advisor
Virginia
$347K +$4.49K +13 +1%
EB
884
Eastern Bank
Massachusetts
$346K – – –
AFG
885
ABLE Financial Group
Arizona
$346K +$1.38K +4 +0.4%
TL
886
Tradewinds LLC
North Carolina
$345K +$341K +988 New
DA
887
Dillon & Associates
Michigan
$344K +$6.22K +18 +2%
CWM
888
Calamos Wealth Management
Illinois
$343K -$99.1K -287 -23%
PWW
889
Pettyjohn Wood & White
Virginia
$343K – – –
EWA
890
EverSource Wealth Advisors
Alabama
$339K +$59.4K +172 +22%
PS
891
Principal Securities
Iowa
$335K -$60.4K -175 -15%
N
892
Numerai
California
$332K +$328K +949 New
FPCP
893
Fort Point Capital Partners
California
$329K -$46.3K -134 -12%
CAG
894
Crestwood Advisors Group
Massachusetts
$328K +$34.9K +101 +12%
WP
895
WealthPLAN Partners
Nebraska
$326K -$8.63K -25 -3%
OF
896
Optimize Financial
California
$326K +$322K +933 New
PWP
897
Phillips Wealth Planners
Mississippi
$324K +$100K +290 +45%
CCC
898
Chelsea Counsel Company
California
$322K – – –
CFG
899
Citizens Financial Group
Rhode Island
$321K +$74.3K +215 +31%
BCIM
900
Bishop & Co Investment Management
Pennsylvania
$321K – – –
34 35
36
37 38