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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
926
Certified Advisory Corp
Florida
$362K – – –
WSC
927
Wellington Shields & Co
New York
$359K – – –
OGC
928
One68 Global Capital
New York
$359K +$395K +1,000 New
KFS
929
Kelly Financial Services
Massachusetts
$356K -$7.5K -19 -2%
EB
930
Eastern Bank
Massachusetts
$355K – – –
AFG
931
ABLE Financial Group
Arizona
$354K – – –
KP
932
Keel Point
Alabama
$352K -$86.8K -220 -18%
LOPW
933
Live Oak Private Wealth
North Carolina
$352K – – –
HCM
934
Hengehold Capital Management
Ohio
$351K -$69.1K -175 -15%
TL
935
Tradewinds LLC
North Carolina
$351K – – –
FWM
936
FMB Wealth Management
California
$350K -$11.4K -29 -3%
IAIM
937
International Assets Investment Management
Florida
$344K -$77.3K -196 -17%
FFA
938
Fragasso Financial Advisors
Pennsylvania
$342K +$7.5K +19 +2%
WP
939
WealthPLAN Partners
Nebraska
$342K +$7.5K +19 +2%
KI
940
KTF Investments
California
$341K -$19.7K -50 -5%
OF
941
Optimize Financial
California
$341K +$1.97K +5 +0.5%
GS
942
GTS Securities
Florida
$340K -$156K -395 -29%
DCU
943
Dara Capital US
Florida
$339K +$9.47K +24 +3%
IC
944
IEQ Capital
California
$338K -$3.66M -9,277 -91%
PP
945
PDS Planning
Ohio
$336K +$24.1K +61 +7%
ICP
946
Impact Capital Partners
Colorado
$335K +$4.34K +11 +1%
FG
947
Foster Group
Iowa
$334K +$11K +28 +3%
SPWM
948
Straight Path Wealth Management
Michigan
$334K +$367K +931 New
EFG
949
Ethos Financial Group
Pennsylvania
$334K +$134K +339 +57%
EFS
950
Essex Financial Services
Connecticut
$332K +$70.6K +179 +24%
36 37
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