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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
901
Paragon Private Wealth Management
Kentucky
$247K -$16.6K -59 -6%
CFO
902
Callan Family Office
Pennsylvania
$246K +$242K +861 New
SMA
903
Seven Mile Advisory
New Jersey
$245K +$16.3K +58 +7%
PAS
904
Professional Advisory Services
Florida
$243K – – –
CIC
905
Chilton Investment Company
Connecticut
$242K +$238K +846 New
RBI
906
Raiffeisen Bank International
Austria
$241K +$238K +845 New
WF
907
Welch & Forbes
Massachusetts
$241K +$237K +843 New
AI
908
Accredited Investors
Minnesota
$241K -$2.81K -10 -1%
CFG
909
Carr Financial Group
Massachusetts
$240K +$1.13K +4 +0.5%
FG
910
Foster Group
Iowa
$240K -$281 -1 -0.1%
AWAG
911
ARS Wealth Advisors Group
Florida
$237K +$233K +830 New
FWM
912
Foguth Wealth Management
Michigan
$236K -$3.66K -13 -2%
LFG
913
Larson Financial Group
Missouri
$235K +$62.7K +223 +37%
EGA
914
Eagle Global Advisors
Texas
$235K – – –
IPW
915
Impact Partnership Wealth
Georgia
$233K +$230K +816 New
PCM
916
Penserra Capital Management
California
$232K +$76.2K +271 +50%
RSWM
917
Robertson Stephens Wealth Management
California
$231K -$23.3K -83 -9%
FMLI
918
Fukoku Mutual Life Insurance
Japan
$230K – – –
AO
919
Advisor OS
Illinois
$230K +$226K +803 New
ACM
920
Advance Capital Management
Michigan
$229K -$844 -3 -0.4%
CNC
921
Citizens & Northern Corp
Pennsylvania
$229K – – –
WTFG
922
Wells Trecaso Financial Group
Ohio
$229K – – –
RWP
923
Revolve Wealth Partners
New Jersey
$229K +$281 +1 +0.1%
SFCL
924
Strengthening Families & Communities LLC
Massachusetts
$227K -$679K -2,414 -75%
CCG
925
Catalina Capital Group
California
$227K +$1.69K +6 +0.8%
35 36
37
38 39