We are live on ! Find out more
ROK icon

Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
901
New Hampshire Trust
New Hampshire
$529K +$465K +1,068 New
CA
902
Chatterton & Associates
California
$527K -$109K -250 -18%
BWFA
903
Baltimore-Washington Financial Advisors
Maryland
$526K – – –
JCM
904
Jacobi Capital Management
Pennsylvania
$525K -$2.17K -5 -0.5%
BAAM
905
Baker Avenue Asset Management
California
$524K +$460K +1,058 New
FPAS
906
Focus Partners Advisor Solutions
Missouri
$522K +$459K +1,054 New
CLA
907
Carnegie Lake Advisors
New Jersey
$519K – – –
PWW
908
Pettyjohn Wood & White
Virginia
$518K – – –
PMG
909
ProVise Management Group
Florida
$518K -$17.8K -41 -4%
CFA
910
Cahill Financial Advisors
Minnesota
$517K – – –
UBP
911
Union Bancaire Privee
Switzerland
$516K -$8.7K -20 -2%
FFS
912
Founders Financial Securities
Maryland
$514K +$3.04K +7 +0.7%
SW
913
SVB Wealth
Massachusetts
$514K -$19.1K -44 -4%
CFG
914
Carr Financial Group
Massachusetts
$511K +$153K +352 +52%
PCM
915
Parsons Capital Management
Rhode Island
$506K – – –
KA
916
Kooman & Associates
Pennsylvania
$505K +$1.74K +4 +0.4%
BWM
917
BKM Wealth Management
Wisconsin
$504K – – –
WF
918
Welch & Forbes
Massachusetts
$503K – – –
CRWM
919
Castle Rock Wealth Management
California
$501K +$9.57K +22 +2%
AWA
920
Arkadios Wealth Advisors
Georgia
$500K +$870 +2 +0.2%
CAC
921
Certified Advisory Corp
Florida
$500K +$870 +2 +0.2%
KP
922
Keel Point
Alabama
$500K +$12.2K +28 +3%
WSC
923
Wellington Shields & Co
New York
$495K – – –
KFS
924
Kelly Financial Services
Massachusetts
$493K +$1.3K +3 +0.3%
FPCP
925
Fort Point Capital Partners
California
$491K -$23.9K -55 -5%
35 36
37
38 39