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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Summit Asset Management
Tennessee
$246K +$234K +706 New
PFA
902
Professional Financial Advisors
Nebraska
$244K – – –
RCM
903
RB Capital Management
Nevada
$244K +$662 +2 +0.3%
WCP
904
Welch Capital Partners
New York
$243K – – –
GG
905
Greenwood Gearhart
Arkansas
$242K – – –
TIM
906
Tevis Investment Management
Texas
$242K +$230K +695 New
WWM
907
Windsor Wealth Management
Indiana
$240K +$232K +700 New
AI
908
Accredited Investors
Minnesota
$239K +$662 +2 +0.3%
TFM
909
TFC Financial Management
Massachusetts
$239K +$71.2K +215 +46%
FRM
910
Fox Run Management
Connecticut
$239K +$226K +684 New
TWM
911
Tradition Wealth Management
Minnesota
$237K +$1.66K +5 +0.7%
CA
912
Claro Advisors
Massachusetts
$233K +$221K +668 New
GA
913
Geller Advisors
New York
$232K +$221K +666 New
PL
914
Pluribus Labs
California
$231K +$219K +662 New
WAAG
915
Wealth Alliance Advisory Group
Kansas
$231K +$219K +662 New
QT
916
Quantbot Technologies
New York
$230K -$2.16M -6,520 -91%
MBTD
917
Mechanics Bank - Trust Department
California
$230K -$13.2K -40 -6%
CFA
918
Carroll Financial Associates
North Carolina
$230K +$1.66K +5 +0.8%
STB
919
S&T Bank
Pennsylvania
$227K +$215K +650 New
N
920
Natixis
France
$226K -$873K -2,636 -80%
FANJ
921
Financial Architects (New Jersey)
New Jersey
$226K +$215K +649 New
IIA
922
IPG Investment Advisors
California
$222K +$210K +635 New
BO
923
Bank OZK
Arkansas
$221K +$210K +633 New
SCA
924
Southern Capital Advisors
Tennessee
$221K +$210K +634 New
AWA
925
Arete Wealth Advisors
Illinois
$221K +$211K +637 New
35 36
37
38 39