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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
KV
926
Kickstand Ventures
New York
$298K -$7.94K -23 -3%
EFS
927
Essex Financial Services
Connecticut
$297K +$32.5K +94 +12%
PAS
928
Professional Advisory Services
Florida
$297K – – –
DW30
929
Drucker Wealth 3.0
New Jersey
$296K +$38.7K +112 +15%
FNBT
930
FineMark National Bank & Trust
Florida
$294K -$85K -246 -23%
SFG
931
SevenBridge Financial Group
Pennsylvania
$292K -$24.9K -72 -9%
AO
932
Advisor OS
Illinois
$291K -$345 -1 -0.1%
AWA
933
A4 Wealth Advisors
North Carolina
$290K +$287K +831 New
CPIG
934
Chicago Partners Investment Group
Illinois
$290K +$21.4K +62 +8%
SIMG
935
Sonora Investment Management Group
Arizona
$288K +$2.42K +7 +0.9%
CCMG
936
Clark Capital Management Group
Pennsylvania
$288K +$20K +58 +8%
FIA
937
FNY Investment Advisers
New York
$288K +$235K +679 +462%
MWM
938
Maridea Wealth Management
New York
$286K +$280K +812 New
AIA
939
Affinity Investment Advisors
California
$286K -$29.7K -86 -10%
CGL
940
Clarius Group LLC
Washington
$282K -$186K -539 -40%
RWM
941
Ritholtz Wealth Management
New York
$281K +$4.83K +14 +2%
ACM
942
Advance Capital Management
Michigan
$281K +$1.04K +3 +0.4%
CI
943
CX Institutional
Indiana
$280K -$2.76K -8 -1%
HR
944
Howe & Rusling
New York
$280K -$4.49K -13 -2%
PWPS
945
Pinnacle Wealth Planning Services
Ohio
$276K -$27.3K -79 -9%
PCA
946
Prosperity Capital Advisors
Ohio
$276K -$20.4K -59 -7%
WWM
947
Whalen Wealth Management
Nevada
$276K +$273K +790 New
BB
948
Busey Bank
Illinois
$276K +$1.38K +4 +0.5%
HBT
949
Hills Bank & Trust
Iowa
$275K – – –
QPWM
950
Quadrant Private Wealth Management
Pennsylvania
$275K +$13.8K +40 +5%
36 37
38
39 40