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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
926
LS Investment Advisors
Michigan
$217K – – –
PP
927
Paloma Partners
Connecticut
$217K +$235K +760 New
SCM
928
Shelton Capital Management
Colorado
$217K – – –
HR
929
Howe & Rusling
New York
$216K – – –
MG
930
Mather Group
Illinois
$215K +$39.3K +127 +20%
IFA
931
Index Fund Advisors
California
$214K +$232K +750 New
TFM
932
TFC Financial Management
Massachusetts
$214K – – –
GLR
933
Great Lakes Retirement
Ohio
$213K -$27.2K -88 -11%
HCM
934
Hollencrest Capital Management
California
$213K – – –
SC
935
Syon Capital
California
$213K +$230K +744 New
BJL
936
Brighton Jones LLC
Washington
$213K +$230K +744 New
GRP
937
Global Retirement Partners
California
$212K +$5.57K +18 +3%
JSAM
938
J. Safra Asset Management
New York
$212K – – –
NB
939
Nicolet Bankshares
Wisconsin
$211K -$15.5K -50 -6%
ST
940
Sabal Trust
Florida
$210K – – –
GWWM
941
Great Waters Wealth Management
Minnesota
$209K – – –
STA
942
Summit Trail Advisors
New York
$207K +$10.5K +34 +5%
DIM
943
Delta Investment Management
California
$206K +$223K +722 New
RWM
944
Ritholtz Wealth Management
New York
$206K -$123K -398 -36%
FFA
945
Founders Financial Alliance
North Carolina
$206K -$19.2K -62 -8%
PAI
946
Pittenger & Anderson Inc
Nebraska
$206K +$7.42K +24 +3%
CFA
947
CWS Financial Advisors
Michigan
$206K -$27.8K -90 -11%
PP
948
PDS Planning
Ohio
$206K +$4.64K +15 +2%
HBT
949
Hills Bank & Trust
Iowa
$205K – – –
EBT
950
Enterprise Bank & Trust
Massachusetts
$205K – – –
36 37
38
39 40