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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
901
J. Safra Asset Management
New York
$244K
CBFP
902
Cedar Brook Financial Partners
Ohio
$244K +$213K +739 New
ST
903
Sabal Trust
Florida
$242K
AWM
904
Aries Wealth Management
Maine
$241K
HDIM
905
Hanson & Doremus Investment Management
Vermont
$240K -$3.75K -13 -2%
GWWM
906
Great Waters Wealth Management
Minnesota
$238K +$208K +721 New
CI
907
CX Institutional
Indiana
$237K -$21.4K -74 -9%
GRP
908
Global Retirement Partners
California
$236K -$866 -3 -0.4%
HBT
909
Hills Bank & Trust
Iowa
$236K
EBT
910
Enterprise Bank & Trust
Massachusetts
$236K -$4.33K -15 -2%
PFA
911
Pure Financial Advisors
California
$235K
HP
912
Hilltop Partners
Indiana
$234K
PP
913
PDS Planning
Ohio
$232K +$203K +704 New
AI
914
Accredited Investors
Minnesota
$232K +$866 +3 +0.4%
FMTC
915
Farmers & Merchants Trust Company
California
$231K
FFM
916
Forum Financial Management
Illinois
$231K -$6.06K -21 -3%
PFA
917
Professional Financial Advisors
Nebraska
$231K +$202K +700 New
HTC
918
Haverford Trust Company
Pennsylvania
$230K +$202K +699 New
NFG
919
Nations Financial Group
Iowa
$230K -$2.31K -8 -1%
PAI
920
Pittenger & Anderson Inc
Nebraska
$229K
WCP
921
Welch Capital Partners
New York
$229K
TIM
922
Tevis Investment Management
Texas
$229K
H
923
HoyleCohen
California
$227K -$36.1K -125 -15%
STA
924
Summit Trail Advisors
New York
$227K +$199K +689 New
NB
925
NBT Bank
New York
$224K +$196K +680 New