We are live on ! Find out more
ROK icon

Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
926
Certified Advisory Corp
Florida
$500K +$870 +2 +0.2%
KP
927
Keel Point
Alabama
$500K +$12.2K +28 +3%
WSC
928
Wellington Shields & Co
New York
$495K – – –
KFS
929
Kelly Financial Services
Massachusetts
$493K +$1.3K +3 +0.3%
FPCP
930
Fort Point Capital Partners
California
$491K -$23.9K -55 -5%
HCM
931
Hengehold Capital Management
Ohio
$491K +$5.66K +13 +1%
EB
932
Eastern Bank
Massachusetts
$490K – – –
GAM
933
Groupama Asset Management
France
$490K -$21.3K -49 -5%
AFG
934
ABLE Financial Group
Arizona
$488K – – –
FG
935
Foster Group
Iowa
$488K +$23.9K +55 +6%
LOPW
936
Live Oak Private Wealth
North Carolina
$486K – – –
ICP
937
Impact Capital Partners
Colorado
$485K +$20K +46 +5%
CCMG
938
Clark Capital Management Group
Pennsylvania
$485K -$27.8K -64 -6%
CSP
939
Cary Street Partners
Virginia
$484K +$42.2K +97 +11%
FWM
940
FMB Wealth Management
California
$482K – – –
BFA
941
Bright Financial Advisors
Michigan
$482K +$424K +974 New
Capstone Investment Advisors
942
Capstone Investment Advisors
New York
$476K +$106K +243 +34%
XT
943
XTX Topco
Cayman Islands
$473K +$416K +956 New
FWM
944
Fonville Wealth Management
Virginia
$472K +$415K +954 New
WP
945
WealthPLAN Partners
Nebraska
$472K – – –
KI
946
KTF Investments
California
$470K – – –
OF
947
Optimize Financial
California
$469K -$1.3K -3 -0.3%
SCS
948
Sound Capital Solutions
Florida
$469K +$412K +947 New
PP
949
PDS Planning
Ohio
$466K +$1.74K +4 +0.4%
DT
950
Diversified Trust
Tennessee
$465K +$409K +939 New