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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
926
Human Investing
Oregon
$10K – – –
APC
927
Aspire Private Capital
North Carolina
$10K +$6.38K +25 +179%
MF
928
Manchester Financial
California
$10K +$6.38K +25 +227%
SWA
929
Sutton Wealth Advisors
Florida
$9.03K +$255 +1 +3%
CAL
930
Capital Advisors Ltd
Ohio
$9K – – –
IFAM
931
Institutional & Family Asset Management
Colorado
$9K – – –
JFA
932
JNBA Financial Advisors
Minnesota
$9K – – –
PWA
933
Phoenix Wealth Advisors
North Carolina
$8K +$8.16K +32 New
BAM
934
Bellevue Asset Management
Washington
$7K – – –
HIA
935
Harbor Investment Advisory
Maryland
$7K – – –
SFSIG
936
San Francisco Sentry Investment Group
California
$7K – – –
SIM
937
Sonora Investment Management
Arizona
$7K – – –
RFA
938
Reilly Financial Advisors
California
$7K +$6.63K +26 New
BMD
939
Better Money Decisions
New Mexico
$7K +$7.14K +28 New
FI
940
FormulaFolio Investments
Michigan
$6K -$337K -1,322 -98%
FMP
941
Financial Management Professionals
Texas
$6K -$50K -196 -90%
ADIM
942
Alpha DNA Investment Management
Maryland
$6K +$5.87K +23 New
RA
943
Resolute Advisors
California
$6K +$7.14K +28 New
WOC
944
West Oak Capital
California
$5K – – –
PCG
945
Private Capital Group
Connecticut
$5K +$510 +2 +12%
SWA
946
SOA Wealth Advisors
New York
$5K +$3.57K +14 +280%
FWM
947
Focused Wealth Management
New York
$5K +$4.59K +18 New
MWP
948
Meridian Wealth Partners
Pennsylvania
$4K +$4.08K +16 New
FPW
949
Flagship Private Wealth
Massachusetts
$3.21K – – –
AWA
950
Arkadios Wealth Advisors
Georgia
$3K -$5.36K -21 -58%
36 37
38
39 40