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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
976
True North Advisors
Texas
$230K +$197K +691 New
AWM
977
Accel Wealth Management
Iowa
$229K +$197K +690 New
LWP
978
LeClair Wealth Partners
Ohio
$229K +$196K +688 New
RA
979
Ruggaard & Associates
Ohio
$228K +$196K +687 New
CIAS
980
Capital Investment Advisory Services
North Carolina
$227K +$195K +683 New
CBA
981
Coastal Bridge Advisors
Connecticut
$227K +$194K +682 New
SIA
982
Soltis Investment Advisors
Utah
$226K +$194K +680 New
CCA
983
Childress Capital Advisors
Texas
$226K +$194K +680 New
MOS
984
MGO One Seven
Ohio
$226K +$193K +679 New
MAM
985
Milestone Asset Management
Pennsylvania
$223K +$191K +671 New
CFG
986
Carr Financial Group
Massachusetts
$223K +$191K +672 New
BFS
987
Bradley Foster & Sargent
Connecticut
$223K +$191K +671 New
FWM
988
Foguth Wealth Management
Michigan
$223K -$32.8K -115 -15%
JWA
989
JFS Wealth Advisors
Pennsylvania
$223K -$9.12K -32 -5%
SL
990
Sentinus LLC
Illinois
$222K +$190K +668 New
WG
991
Winton Group
United Kingdom
$222K -$782K -2,744 -80%
CNC
992
Citizens & Northern Corp
Pennsylvania
$221K +$190K +666 New
TIA
993
Trust Investment Advisors
Indiana
$221K +$189K +664 New
LS
994
Livforsakringsbolaget Skandia
Sweden
$220K
AWM
995
Aries Wealth Management
Maine
$219K +$188K +660 New
VPF
996
Vantage Point Financial
Illinois
$218K +$187K +655 New
PWP
997
Phillips Wealth Planners
Mississippi
$216K +$182K +639 New
BBHC
998
Brown Brothers Harriman & Co
New York
$216K +$17.1K +60 +10%
SFCL
999
Strengthening Families & Communities LLC
Massachusetts
$215K +$81.8K +287 +53%
IAA
1000
Independent Advisor Alliance
North Carolina
$213K +$183K +641 New