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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
901
Baltimore-Washington Financial Advisors
Maryland
$413K
NP
902
NorthRock Partners
Minnesota
$411K +$4.89K +13 +1%
JCM
903
Jacobi Capital Management
Pennsylvania
$410K -$9.4K -25 -2%
AWA
904
Arkadios Wealth Advisors
Georgia
$408K +$394K +1,049 New
CLA
905
Carnegie Lake Advisors
New Jersey
$408K
FFM
906
Forum Financial Management
Illinois
$407K +$5.64K +15 +1%
CFA
907
Cahill Financial Advisors
Minnesota
$406K
BA
908
Bridgewater Associates
Connecticut
$405K -$3.61M -9,596 -90%
FFS
909
Founders Financial Securities
Maryland
$404K +$14.7K +39 +4%
KPF
910
K2 Principal Fund
Ontario, Canada
$404K -$267K -711 -41%
FFA
911
Founders Financial Alliance
North Carolina
$404K -$119K -316 -23%
CI Investments Inc
912
CI Investments Inc
Ontario, Canada
$402K -$1.05M -2,795 -73%
AIP
913
Ameritas Investment Partners
Nebraska
$399K
PCM
914
Parsons Capital Management
Rhode Island
$398K
AGP
915
Autumn Glory Partners
Texas
$398K +$120K +320 +46%
BWM
916
BKM Wealth Management
Wisconsin
$396K
FPCP
917
Fort Point Capital Partners
California
$396K
WF
918
Welch & Forbes
Massachusetts
$395K
KA
919
Kooman & Associates
Pennsylvania
$395K +$752 +2 +0.2%
FSA
920
Financial Security Advisor
Virginia
$395K +$7.89K +21 +2%
KFS
921
Kelly Financial Services
Massachusetts
$394K -$15.4K -41 -4%
CAC
922
Certified Advisory Corp
Florida
$392K
CFG
923
Citizens Financial Group
Rhode Island
$392K +$33.1K +88 +10%
FWM
924
FMB Wealth Management
California
$390K
EPIMS
925
Evelyn Partners Investment Management Services
$389K