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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
976
FineMark National Bank & Trust
Florida
$332K +$4.89K +13 +2%
KV
977
Kickstand Ventures
New York
$331K – – –
PAS
978
Professional Advisory Services
Florida
$331K – – –
SEEDPG
979
S.E.E.D. Planning Group
New York
$331K -$6.77K -18 -2%
SSCA
980
South Shore Capital Advisors
Massachusetts
$331K +$320K +850 New
GIA
981
Gladstone Institutional Advisory
Florida
$330K -$23.7K -63 -7%
CI
982
CX Institutional
Indiana
$323K +$11.3K +30 +4%
CSP
983
Cary Street Partners
Virginia
$323K +$54.9K +146 +21%
JG
984
Jain Global
New York
$319K -$14.9M -39,719 -98%
RS
985
R Squared
Hong Kong
$319K -$95.5K -254 -24%
AIA
986
Affinity Investment Advisors
California
$318K – – –
FCT
987
First Community Trust
Iowa
$313K -$136K -363 -31%
ACM
988
Advance Capital Management
Michigan
$312K – – –
WPW
989
Warther Private Wealth
Ohio
$311K -$75.2K -200 -20%
CP
990
Cumberland Partners
Ontario, Canada
$310K +$19.2K +51 +7%
SFC
991
Strategic Financial Concepts
Texas
$309K +$298K +793 New
BB
992
Busey Bank
Illinois
$307K – – –
PWP
993
Phillips Wealth Planners
Mississippi
$307K -$74.8K -199 -21%
HR
994
Howe & Rusling
New York
$307K -$4.89K -13 -2%
HBT
995
Hills Bank & Trust
Iowa
$306K – – –
SFG
996
SevenBridge Financial Group
Pennsylvania
$305K -$5.64K -15 -2%
MKA
997
M. Kulyk & Associates
Georgia
$300K – – –
CFFP
998
Center for Financial Planning
Michigan
$298K – – –
TWM
999
Tradition Wealth Management
Minnesota
$298K -$45.1K -120 -14%
SC
1000
Sapient Capital
Indiana
$297K +$12.4K +33 +5%
38 39
40
41 42