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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
951
Essex Financial Services
Connecticut
$332K +$70.6K +179 +24%
CCC
952
Chelsea Counsel Company
California
$331K – – –
BCIM
953
Bishop & Co Investment Management
Pennsylvania
$329K – – –
SWM
954
SeaCrest Wealth Management
New York
$329K +$19.7K +50 +6%
CT
955
Caldwell Trust
Florida
$329K – – –
HI
956
Hudock Inc
Pennsylvania
$329K +$395 +1 +0.1%
SMG
957
Smart Money Group
Texas
$329K +$1.18K +3 +0.3%
BFO
958
Biltmore Family Office
North Carolina
$327K – – –
VCM
959
Versant Capital Management
Arizona
$325K +$161K +409 +82%
BWP
960
Balboa Wealth Partners
Arizona
$323K +$356K +901 New
MMG
961
Monetary Management Group
Missouri
$323K +$158K +400 +80%
PWP
962
Phillips Wealth Planners
Mississippi
$323K -$9.08K -23 -3%
Private Management Group
963
Private Management Group
California
$320K – – –
ANBT
964
American National Bank & Trust
Texas
$319K -$5.53K -14 -2%
Financial Engines Advisors
965
Financial Engines Advisors
California
$317K +$6.71K +17 +2%
SIA
966
Sovereign Investment Advisors
Arizona
$317K +$348K +883 New
Cary Street Partners
967
Cary Street Partners
Virginia
$316K +$20.5K +52 +6%
SSCA
968
South Shore Capital Advisors
Massachusetts
$315K +$11.4K +29 +3%
CMP
969
Christine Messmer PC
Pennsylvania
$315K +$1.58K +4 +0.5%
IIC
970
Integrated Investment Consultants
Michigan
$315K -$466K -1,182 -57%
RA
971
Rubicon Advisors
California
$315K -$912K -2,312 -72%
Aquatic Capital Management
972
Aquatic Capital Management
Illinois
$315K -$10.5M -26,486 -97%
Winton Group
973
Winton Group
United Kingdom
$315K +$77K +195 +29%
Level Four Advisory Services
974
Level Four Advisory Services
Texas
$314K +$2.37K +6 +0.7%
PSCM
975
Per Stirling Capital Management
Texas
$312K +$789 +2 +0.2%