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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
901
Gemmer Asset Management
California
$20K – – –
SWM
902
Sugarloaf Wealth Management
Georgia
$20K – – –
TFO
903
Tarbox Family Office
California
$20K – – –
WP
904
WealthShield Partners
North Carolina
$20K +$18.9K +74 New
HCP
905
Hexagon Capital Partners
Arkansas
$19K -$510 -2 -3%
WPA
906
West Paces Advisors
Georgia
$18.1K – – –
SLF
907
Sun Life Financial
Ontario, Canada
$18K – – –
SC
908
Sierra Capital
Florida
$18K +$17.3K +68 New
TAIM
909
TD Ameritrade Investment Management
Nebraska
$17K – – –
DOA
910
D'Orazio & Associates
Virginia
$17K +$16.1K +63 New
LWA
911
Lenox Wealth Advisors
New York
$16K – – –
SL
912
Savior LLC
Massachusetts
$15K – – –
TFGT
913
TS Financial Group (TSFG)
Illinois
$15K – – –
PFBT
914
Parkside Financial Bank & Trust
Missouri
$15K +$255 +1 +2%
PFGIA
915
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$255 +1 +2%
CL
916
COWA LLC
Oklahoma
$14K – – –
EP
917
Eudaimonia Partners
Tennessee
$14K +$13K +51 New
KPCM
918
Kings Point Capital Management
New York
$13K – – –
FHA
919
First Horizon Advisors
Tennessee
$13K +$2.29K +9 +20%
MWM
920
Mascoma Wealth Management
New Hampshire
$13K +$12.8K +50 New
EARNEST Partners
921
EARNEST Partners
Georgia
$12K – – –
FHC
922
First Horizon Corporation
Tennessee
$12K +$5.61K +22 +88%
First Manhattan
923
First Manhattan
New York
$11K – – –
CCM
924
Cribstone Capital Management
Maine
$10K -$286K -1,120 -97%
CB
925
CNB Bank
Pennsylvania
$10K – – –