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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
SW
901
SVB Wealth
Massachusetts
$388K -$36.3K -92 -8%
FFA
902
Founders Financial Alliance
North Carolina
$388K +$16.6K +42 +4%
Ritholtz Wealth Management
903
Ritholtz Wealth Management
New York
$385K +$34.7K +88 +9%
VAM
904
Verity Asset Management
North Carolina
$384K -$35.1K -89 -8%
JCM
905
Jacobi Capital Management
Pennsylvania
$383K +$4.74K +12 +1%
Groupama Asset Management
906
Groupama Asset Management
France
$382K -$169K -429 -29%
BWFA
907
Baltimore-Washington Financial Advisors
Maryland
$381K – – –
EPIMS
908
Evelyn Partners Investment Management Services
$380K +$23.7K +60 +6%
Union Bancaire Privee
909
Union Bancaire Privee
Switzerland
$380K +$492K +1,248 New
CLA
910
Carnegie Lake Advisors
New Jersey
$376K – – –
PWW
911
Pettyjohn Wood & White
Virginia
$376K +$27.6K +70 +7%
CFG
912
Copley Financial Group
California
$376K -$5.92K -15 -1%
FPCP
913
Fort Point Capital Partners
California
$376K +$42.2K +107 +11%
CFA
914
Cahill Financial Advisors
Minnesota
$375K – – –
Clark Capital Management Group
915
Clark Capital Management Group
Pennsylvania
$374K +$66.3K +168 +19%
HH
916
Hilltop Holdings
Texas
$374K -$439K -1,112 -52%
CRWM
917
Castle Rock Wealth Management
California
$371K -$1.58K -4 -0.4%
MIA
918
MainStreet Investment Advisors
Illinois
$370K -$25.6K -65 -6%
Arax Advisory Partners
919
Arax Advisory Partners
Colorado
$370K -$495K -1,254 -55%
PCM
920
Parsons Capital Management
Rhode Island
$367K – – –
FSA
921
Financial Security Advisor
Virginia
$365K +$1.58K +4 +0.4%
BWM
922
BKM Wealth Management
Wisconsin
$365K – – –
KA
923
Kooman & Associates
Pennsylvania
$365K – – –
Welch & Forbes
924
Welch & Forbes
Massachusetts
$365K – – –
Arkadios Wealth Advisors
925
Arkadios Wealth Advisors
Georgia
$362K -$15.8K -40 -4%