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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
976
Advisor OS
Illinois
$311K -$13.4K -34 -4%
ML
977
McAdam LLC
Pennsylvania
$310K +$341K +865 New
BF
978
BOK Financial
Oklahoma
$310K -$53.7K -136 -14%
EFL
979
ERn Financial LLC
Wisconsin
$309K – – –
PHWM
980
Pine Harbor Wealth Management
Maryland
$309K – – –
IAS
981
Insigneo Advisory Services
Florida
$306K -$345K -874 -51%
PAS
982
Professional Advisory Services
Florida
$305K – – –
C
983
Certuity
Florida
$304K +$334K +847 New
CI
984
CX Institutional
Indiana
$300K +$1.97K +5 +0.6%
CA
985
Commerzbank Aktiengesellschaft
Germany
$298K -$2.76M -7,000 -89%
PL
986
Plancorp LLC
Missouri
$297K +$1.18K +3 +0.4%
CBA
987
Coastal Bridge Advisors
Connecticut
$297K +$60.8K +154 +23%
SFG
988
SevenBridge Financial Group
Pennsylvania
$295K – – –
BW
989
Basepoint Wealth
Iowa
$294K +$40.3K +102 +14%
WMA
990
West Michigan Advisors
Michigan
$294K -$62.7K -159 -16%
AIA
991
Affinity Investment Advisors
California
$293K – – –
RCG
992
Regatta Capital Group
California
$292K +$321K +814 New
WIA
993
World Investment Advisors
California
$292K -$106K -268 -25%
FCT
994
First Community Trust
Iowa
$289K – – –
MCC
995
Malaga Cove Capital
California
$289K +$318K +805 New
TFM
996
Trademark Financial Management
Minnesota
$288K -$110K -278 -26%
ACM
997
Advance Capital Management
Michigan
$288K – – –
MBT
998
Montecito Bank & Trust
California
$288K +$54.9K +139 +21%
OA
999
Oasis Advisors
Iowa
$287K +$316K +800 New
GIA
1000
Gladstone Institutional Advisory
Florida
$287K -$19.7K -50 -6%
38 39
40
41 42