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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1001
Creative Financial Designs
Indiana
$11K +$12K +39 New
SWA
1002
Sutton Wealth Advisors
Florida
$10.3K +$307 +1 +3%
CAL
1003
Capital Advisors Ltd
Ohio
$10K – – –
IFAM
1004
Institutional & Family Asset Management
Colorado
$10K – – –
BAM
1005
Bellevue Asset Management
Washington
$10K +$3.07K +10 +40%
MCM
1006
MV Capital Management
Maryland
$10K +$3.99K +13 +65%
Loomis, Sayles & Company
1007
Loomis, Sayles & Company
Massachusetts
$10K +$10.4K +34 New
NFSG
1008
Newbridge Financial Services Group
Florida
$10K +$10.7K +35 New
BMD
1009
Better Money Decisions
New Mexico
$8K – – –
RA
1010
Resolute Advisors
California
$8K – – –
SAI
1011
Systematic Alpha Investments
New Jersey
$8K +$7.37K +24 New
FMP
1012
Financial Management Professionals
Texas
$7K – – –
LS
1013
Leelyn Smith
Illinois
$7K +$7.68K +25 New
PCG
1014
Private Capital Group
Connecticut
$6K – – –
WOC
1015
West Oak Capital
California
$5K – – –
SWA
1016
SOA Wealth Advisors
New York
$4K -$614 -2 -13%
AWM
1017
AllSquare Wealth Management
New York
$4K – – –
BWP
1018
Baldwin Wealth Partners
Massachusetts
$4K – – –
AP
1019
Atwood & Palmer
Missouri
$3K – – –
JFA
1020
JNBA Financial Advisors
Minnesota
$3K – – –
GKWIM
1021
Gerber Kawasaki Wealth & Investment Management
California
$3K +$921 +3 New
CCM
1022
Cribstone Capital Management
Maine
$2K -$5.22K -17 -71%
CA
1023
Crewe Advisors
Utah
$2K – – –
Kayne Anderson Rudnick Investment Management
1024
Kayne Anderson Rudnick Investment Management
California
$2K – – –
LFG
1025
Larson Financial Group
Missouri
$2K – – –