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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1001
Colonial Trust
South Carolina
$91.3K – – –
BIA
1002
Bell Investment Advisors
California
$86.6K +$54.1K +175 +137%
HC
1003
Hoese & Co
Minnesota
$85.8K – – –
KC
1004
Kenfarb & Co
Kentucky
$79.2K – – –
MAM
1005
Magellan Asset Management
Australia
$76.6K – – –
GWS
1006
Glassman Wealth Services
Virginia
$76.3K -$309 -1 -0.4%
RFA
1007
Resurgent Financial Advisors
Georgia
$76.3K +$928 +3 +1%
VCM
1008
Versant Capital Management
Arizona
$75.2K – – –
SWM
1009
Spire Wealth Management
Virginia
$74.7K +$7.73K +25 +11%
KI
1010
Kapitalo Investimentos
Brazil
$73.8K +$79.8K +258 New
NECFA
1011
New England Capital Financial Advisors
Connecticut
$71.6K – – –
VWM
1012
Valley Wealth Managers
New Jersey
$71.5K – – –
CT
1013
Clearstead Trust
Maine
$71.5K +$64.9K +210 +525%
HIIFS
1014
Harel Insurance Investments & Financial Services
Israel
$71K – – –
RMC
1015
Resources Management Corp
Connecticut
$71K +$77.3K +250 New
LWA
1016
Lowe Wealth Advisors
Maryland
$70.9K – – –
OC
1017
Oakworth Capital
Alabama
$69.8K -$8.35K -27 -10%
RL
1018
Rogco LP
Oklahoma
$69.5K +$75.1K +243 New
CAS
1019
Coppell Advisory Solutions
Texas
$67.2K -$43.9K -142 -35%
PB
1020
Pinnacle Bancorp
Nebraska
$65.5K – – –
LFA
1021
Legend Financial Advisors
Pennsylvania
$61.5K – – –
WBC
1022
West Branch Capital
Massachusetts
$60.9K – – –
HBW
1023
Hazlett, Burt & Watson
West Virginia
$60K – – –
QC
1024
Quent Capital
New York
$57.2K – – –
BLC
1025
Brown, Lisle/Cummings
Rhode Island
$57.2K – – –
39 40
41
42 43