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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
926
Sonora Investment Management Group
Arizona
$271K -$37.6K -132 -14%
HR
927
Howe & Rusling
New York
$270K +$5.7K +20 +3%
SMA
928
Seven Mile Advisory
New Jersey
$269K -$7.41K -26 -3%
FFA
929
Founders Financial Alliance
North Carolina
$269K +$231K +810 New
CI
930
CX Institutional
Indiana
$268K +$52.1K +183 +29%
ACM
931
Advance Capital Management
Michigan
$266K – – –
WTFG
932
Wells Trecaso Financial Group
Ohio
$266K – – –
BAM
933
BOCHK Asset Management
Hong Kong
$266K +$228K +800 New
EWA
934
EverSource Wealth Advisors
Alabama
$265K +$54.7K +192 +32%
CPIG
935
Chicago Partners Investment Group
Illinois
$264K +$210K +738 New
RWM
936
Ritholtz Wealth Management
New York
$263K +$225K +791 New
HBT
937
Hills Bank & Trust
Iowa
$261K +$19.9K +70 +10%
BB
938
Busey Bank
Illinois
$261K – – –
LFAS
939
Level Four Advisory Services
Texas
$260K -$12.8K -45 -5%
IWA
940
Icon Wealth Advisors
Texas
$260K – – –
MKA
941
M. Kulyk & Associates
Georgia
$258K -$9.12K -32 -4%
PAM
942
Panagora Asset Management
Massachusetts
$258K -$1.42K -5 -0.6%
SA
943
Sicart Associates
New York
$257K -$114K -400 -34%
CFFP
944
Center for Financial Planning
Michigan
$255K – – –
CCMG
945
Clark Capital Management Group
Pennsylvania
$254K +$218K +766 New
BWFA
946
Baltimore-Washington Financial Advisors
Maryland
$253K +$217K +762 New
CP
947
Cumberland Partners
Ontario, Canada
$253K +$217K +761 New
NS
948
NBC Securities
Alabama
$252K -$22.5K -79 -9%
EFS
949
Essex Financial Services
Connecticut
$251K -$31.9K -112 -13%
LSA
950
Leonteq Securities AG
Switzerland
$251K -$3.17M -11,140 -94%
36 37
38
39 40