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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1001
TS Financial Group (TSFG)
Illinois
$49K – – –
RL
1002
Rogco LP
Oklahoma
$48.8K -$4.45K -16 -8%
PWMG
1003
Prestige Wealth Management Group
New Jersey
$48.6K -$369K -1,326 -88%
APW
1004
Aventura Private Wealth
Florida
$47.3K – – –
M
1005
MOTCO
Texas
$47K – – –
API
1006
Asset Planning Inc
California
$44.7K – – –
OP
1007
ORG Partners
Indiana
$44K -$11.7K -42 -20%
CSPIA
1008
Cary Street Partners Investment Advisory
Virginia
$42.9K +$17.3K +62 +60%
AWM
1009
Accredited Wealth Management
Kentucky
$42.6K – – –
CW
1010
Cooksen Wealth
Texas
$37.9K +$36.2K +130 New
LWANC
1011
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.4K – – –
GGI
1012
Godsey & Gibb Inc
Virginia
$36.2K – – –
GWM
1013
Geneos Wealth Management
Colorado
$35.9K +$3.06K +11 +26%
BOJHT
1014
Bank of Jackson Hole Trust
Wyoming
$34.5K – – –
FWA
1015
Flagship Wealth Advisors
Massachusetts
$34.4K – – –
VIS
1016
Vega Investment Solutions
France
$33.6K +$36.2K +130 New
SIS
1017
Strategic Investment Solutions
Illinois
$33.3K – – –
GM
1018
GeoWealth Management
Illinois
$32.8K -$44K -158 -55%
DMBA
1019
Deseret Mutual Benefit Administrators
Utah
$32.3K – – –
PAM
1020
Parvin Asset Management
South Dakota
$32.3K – – –
IWP
1021
IAG Wealth Partners
Wisconsin
$32.1K – – –
IAS
1022
IMA Advisory Services
Colorado
$32K +$34.5K +124 New
FGAM
1023
Financial Gravity Asset Management
Texas
$31K +$33.4K +120 New
S
1024
Sachetta
Massachusetts
$30.6K -$1.11K -4 -3%
DWM
1025
Darwin Wealth Management
Florida
$30K – – –
39 40
41
42 43