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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
901
High Net Worth Advisory Group
Florida
$106K +$47.1K +164 +77%
EI
902
Ellevest Inc
New York
$104K -$19.5K -68 -16%
LPWM
903
Lake Point Wealth Management
Texas
$102K – – –
CT
904
Caldwell Trust
Florida
$102K – – –
FCB
905
First Command Bank
Texas
$101K -$75.6K -263 -42%
LC
906
Lindbrook Capital
California
$101K -$11.8K -41 -10%
FCFS
907
First Command Financial Services
Texas
$101K – – –
CWP
908
Concord Wealth Partners
Virginia
$100K +$2.3K +8 +2%
ANBT
909
American National Bank & Trust
Texas
$98K -$1.18M -4,110 -92%
KPCM
910
Kings Point Capital Management
New York
$98K -$5.46K -19 -5%
WWM
911
Wolff Wiese Magana
California
$95K +$3.45K +12 +4%
HC
912
Hoese & Co
Minnesota
$91K – – –
1IA
913
1834 Investment Advisors
Wisconsin
$90K -$2.3K -8 -2%
CA
914
Clearstead Advisors
Ohio
$90K +$19.5K +68 +27%
TWA
915
TCI Wealth Advisors
Arizona
$89K -$4.02K -14 -4%
KC
916
Kenfarb & Co
Kentucky
$87K – – –
OC
917
Oakworth Capital
Alabama
$84K – – –
SIAP
918
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$84K – – –
T
919
TOBAM
France
$84K – – –
AIL
920
AGF Investments LLC
Ontario, Canada
$80K +$287 +1 +0.4%
VCM
921
Versant Capital Management
Arizona
$74K -$862 -3 -1%
HIIFS
922
Harel Insurance Investments & Financial Services
Israel
$72K -$847K -2,949 -92%
LWA
923
Lowe Wealth Advisors
Maryland
$69K – – –
MCC
924
Money Concepts Capital
Florida
$69K +$71K +247 New
AWA
925
Aaron Wealth Advisors
Illinois
$68.3K +$70.1K +244 New