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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
901
KB Financial Partners
New Jersey
$86K – – –
CA
902
Corrado Advisors
New Jersey
$84K +$81.8K +326 New
TWA
903
TCI Wealth Advisors
Arizona
$79.8K +$4.02K +16 +5%
KC
904
Kenfarb & Co
Kentucky
$79.8K – – –
EI
905
Ellevest Inc
New York
$79.3K -$22.1K -88 -22%
HC
906
Hoese & Co
Minnesota
$79K – – –
CT
907
Colonial Trust
South Carolina
$77.9K +$75.3K +300 New
ADL
908
Asset Dedication LLC
California
$75K +$21.3K +85 +42%
CFGS
909
Concourse Financial Group Securities
Alabama
$68K -$753 -3 -1%
VCM
910
Versant Capital Management
Arizona
$68K – – –
NECFA
911
New England Capital Financial Advisors
Connecticut
$67.6K +$62.8K +250 New
CAS
912
Coppell Advisory Solutions
Texas
$67.2K +$65.5K +261 New
CASC
913
Coppell Advisory Solutions Corp
Texas
$67.2K +$65.5K +261 New
GWS
914
Glassman Wealth Services
Virginia
$67K +$502 +2 +0.8%
BAM
915
Belpointe Asset Management
Nevada
$65.5K +$63.8K +254 New
LSA
916
Leonteq Securities AG
Switzerland
$65.4K -$22.6K -90 -26%
PFBT
917
Parkside Financial Bank & Trust
Missouri
$65.2K +$28.4K +113 +81%
VWM
918
Valley Wealth Managers
New Jersey
$64.4K – – –
BWM
919
BerganKDV Wealth Management
Minnesota
$64.1K +$50.2K +200 +408%
CBT
920
Central Bank & Trust
Kentucky
$63.9K – – –
LWA
921
Lowe Wealth Advisors
Maryland
$63.9K – – –
OC
922
Oakworth Capital
Alabama
$62.8K – – –
MAM
923
Magellan Asset Management
Australia
$60.3K -$401K -1,597 -87%
CFO
924
CVA Family Office
Colorado
$59.2K -$10K -40 -15%
HIIFS
925
Harel Insurance Investments & Financial Services
Israel
$59K -$6.78K -27 -11%
35 36
37
38 39