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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Aries Wealth Management
Maine
$215K +$208K +733 New
FGA
902
Fortis Group Advisors
New Jersey
$215K +$216K +759 New
EBT
903
Enterprise Bank & Trust
Massachusetts
$215K +$208K +731 New
KBFS
904
Kohmann Bosshard Financial Services
Ohio
$214K +$207K +729 New
DP
905
Dearborn Partners
Illinois
$213K -$363K -1,275 -64%
DFCM
906
Dark Forest Capital Management
Puerto Rico
$212K +$206K +724 New
OTL
907
Oak Thistle LLC
New York
$212K +$206K +723 New
Forum Financial Management
908
Forum Financial Management
Illinois
$212K +$205K +722 New
Hills Bank & Trust
909
Hills Bank & Trust
Iowa
$210K – – –
GA
910
Geller Advisors
New York
$210K +$203K +715 New
Pure Financial Advisors
911
Pure Financial Advisors
California
$209K +$202K +712 New
HP
912
Hilltop Partners
Indiana
$209K +$202K +711 New
NAS
913
NWF Advisory Services
California
$207K +$179K +630 New
NFG
914
Nations Financial Group
Iowa
$207K +$201K +706 New
FMTC
915
Farmers & Merchants Trust Company
California
$206K -$27.9K -98 -12%
Accredited Investors
916
Accredited Investors
Minnesota
$206K +$199K +701 New
PAI
917
Pittenger & Anderson Inc
Nebraska
$204K – – –
WCP
918
Welch Capital Partners
New York
$204K +$198K +696 New
TIM
919
Tevis Investment Management
Texas
$204K +$198K +695 New
DTL
920
Dynamic Technology Lab
Singapore
$203K +$197K +691 New
RIA
921
Regal Investment Advisors
Michigan
$203K -$366K -1,286 -65%
Global Retirement Partners
922
Global Retirement Partners
California
$201K +$72K +253 +54%
EP Wealth Advisors
923
EP Wealth Advisors
California
$198K +$1.47M +5,163 +104%
TD Private Client Wealth
924
TD Private Client Wealth
New York
$196K -$463K -1,627 -71%
LC
925
Lindbrook Capital
California
$194K +$51.8K +182 +38%