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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
926
NBT Bank
New York
$224K +$196K +680 New
BHBT
927
Burke & Herbert Bank & Trust
Virginia
$224K +$196K +680 New
TPCW
928
TD Private Client Wealth
New York
$223K +$2.6K +9 +1%
PCMC
929
Paragon Capital Management (Colorado)
Colorado
$222K +$195K +675 New
CFO
930
Callan Family Office
Pennsylvania
$222K +$194K +673 New
WAAG
931
Wealth Alliance Advisory Group
Kansas
$218K +$191K +661 New
LFAS
932
Level Four Advisory Services
Texas
$217K -$43.6K -151 -19%
PCA
933
Pallas Capital Advisors
Massachusetts
$217K +$182K +632 New
ICG
934
InterOcean Capital Group
Tennessee
$217K +$190K +657 New
CIP
935
Convergence Investment Partners
Florida
$216K +$189K +655 New
VF
936
Virtu Financial
New York
$215K -$438K -1,517 -70%
LC
937
Lindbrook Capital
California
$215K -$2.6K -9 -1%
STB
938
S&T Bank
Pennsylvania
$214K +$188K +650 New
DWM
939
Drive Wealth Management
Utah
$213K +$187K +647 New
SFO
940
Stokes Family Office
Louisiana
$211K +$185K +640 New
EWA
941
EverSource Wealth Advisors
Alabama
$210K -$2.6K -9 -1%
NAS
942
NWF Advisory Services
California
$207K – – –
I
943
InceptionR
California
$207K +$181K +627 New
MG
944
Mather Group
Illinois
$206K +$180K +625 New
FIM
945
Freedom Investment Management
Connecticut
$206K +$180K +624 New
CFP
946
Catalyst Financial Partners
Massachusetts
$205K +$179K +621 New
MIM
947
Merrion Investment Management
New Jersey
$203K +$178K +616 New
SL
948
Sentinus LLC
Illinois
$202K +$177K +613 New
TIMH
949
Tilt Investment Management Holdings
New York
$201K +$176K +609 New
AC
950
Abbrea Capital
California
$200K +$176K +608 New
36 37
38
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