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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
901
CM Wealth Advisors
Ohio
$245K -$1.75M -6,075 -89%
JSAM
902
J. Safra Asset Management
New York
$244K – – –
CBFP
903
Cedar Brook Financial Partners
Ohio
$244K +$213K +739 New
ST
904
Sabal Trust
Florida
$242K – – –
AWM
905
Aries Wealth Management
Maine
$241K – – –
HDIM
906
Hanson & Doremus Investment Management
Vermont
$240K -$3.75K -13 -2%
GWWM
907
Great Waters Wealth Management
Minnesota
$238K +$208K +721 New
CI
908
CX Institutional
Indiana
$237K -$21.4K -74 -9%
GRP
909
Global Retirement Partners
California
$236K -$866 -3 -0.4%
HBT
910
Hills Bank & Trust
Iowa
$236K – – –
EBT
911
Enterprise Bank & Trust
Massachusetts
$236K -$4.33K -15 -2%
PFA
912
Pure Financial Advisors
California
$235K – – –
HP
913
Hilltop Partners
Indiana
$234K – – –
PP
914
PDS Planning
Ohio
$232K +$203K +704 New
AI
915
Accredited Investors
Minnesota
$232K +$866 +3 +0.4%
FMTC
916
Farmers & Merchants Trust Company
California
$231K – – –
FFM
917
Forum Financial Management
Illinois
$231K -$6.06K -21 -3%
PFA
918
Professional Financial Advisors
Nebraska
$231K +$202K +700 New
HTC
919
Haverford Trust Company
Pennsylvania
$230K +$202K +699 New
NFG
920
Nations Financial Group
Iowa
$230K -$2.31K -8 -1%
PAI
921
Pittenger & Anderson Inc
Nebraska
$229K – – –
WCP
922
Welch Capital Partners
New York
$229K – – –
TIM
923
Tevis Investment Management
Texas
$229K – – –
H
924
HoyleCohen
California
$227K -$36.1K -125 -15%
STA
925
Summit Trail Advisors
New York
$227K +$199K +689 New
35 36
37
38 39