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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
901
Kenfarb & Co
Kentucky
$79.8K – – –
EI
902
Ellevest Inc
New York
$79.3K -$22.1K -88 -22%
HC
903
Hoese & Co
Minnesota
$79K – – –
CT
904
Colonial Trust
South Carolina
$77.9K +$75.3K +300 New
ADL
905
Asset Dedication LLC
California
$75K +$21.3K +85 +42%
CFGS
906
Concourse Financial Group Securities
Alabama
$68K -$753 -3 -1%
VCM
907
Versant Capital Management
Arizona
$68K – – –
NECFA
908
New England Capital Financial Advisors
Connecticut
$67.6K +$62.8K +250 New
CAS
909
Coppell Advisory Solutions
Texas
$67.2K +$65.5K +261 New
CASC
910
Coppell Advisory Solutions Corp
Texas
$67.2K +$65.5K +261 New
GWS
911
Glassman Wealth Services
Virginia
$67K +$502 +2 +0.8%
BAM
912
Belpointe Asset Management
Nevada
$65.5K +$63.8K +254 New
LSA
913
Leonteq Securities AG
Switzerland
$65.4K -$22.6K -90 -26%
PFBT
914
Parkside Financial Bank & Trust
Missouri
$65.2K +$28.4K +113 +81%
VWM
915
Valley Wealth Managers
New Jersey
$64.4K – – –
BWM
916
BerganKDV Wealth Management
Minnesota
$64.1K +$50.2K +200 +408%
CBT
917
Central Bank & Trust
Kentucky
$63.9K – – –
LWA
918
Lowe Wealth Advisors
Maryland
$63.9K – – –
OC
919
Oakworth Capital
Alabama
$62.8K – – –
MAM
920
Magellan Asset Management
Australia
$60.3K -$401K -1,597 -87%
CFO
921
CVA Family Office
Colorado
$59.2K -$10K -40 -15%
HIIFS
922
Harel Insurance Investments & Financial Services
Israel
$59K -$6.78K -27 -11%
HNWAG
923
High Net Worth Advisory Group
Florida
$55.9K +$251 +1 +0.5%
TF
924
TimeScale Financial
Massachusetts
$55.8K – – –
LFA
925
Legend Financial Advisors
Pennsylvania
$55.4K – – –
35 36
37
38 39