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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1026
Clear Street
New York
$367K +$322K +741 New
LA
1027
LexAurum Advisors
Kansas
$366K +$13.1K +30 +4%
EFS
1028
Essex Financial Services
Connecticut
$363K -$83.1K -191 -21%
GS
1029
GTS Securities
Florida
$362K -$94.4K -217 -23%
FWA
1030
FSM Wealth Advisors
Ohio
$362K +$318K +731 New
EWA
1031
EverSource Wealth Advisors
Alabama
$360K -$174K -399 -35%
IIC
1032
Ironwood Investment Counsel
Arizona
$358K – – –
PCA
1033
Pallas Capital Advisors
Massachusetts
$358K +$435 +1 +0.1%
CP
1034
Cumberland Partners
Ontario, Canada
$357K +$8.7K +20 +3%
CT
1035
Colonial Trust
South Carolina
$356K – – –
AWE
1036
Avidian Wealth Enterprises
Texas
$356K +$40.9K +94 +15%
SACTSONJ
1037
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$353K -$20K -46 -6%
KV
1038
Kickstand Ventures
New York
$352K – – –
FBFS
1039
First Business Financial Services
Wisconsin
$352K +$24.8K +57 +9%
TCWA
1040
Turtle Creek Wealth Advisors
Texas
$351K +$9.14K +21 +3%
CFFP
1041
Center for Financial Planning
Michigan
$350K – – –
BFS
1042
Bradley Foster & Sargent
Connecticut
$350K – – –
CCIA
1043
Cherry Creek Investment Advisors
Colorado
$347K +$435 +1 +0.1%
SL
1044
Sentinus LLC
Illinois
$346K -$1.74K -4 -0.6%
WCP
1045
Welch Capital Partners
New York
$345K – – –
PE
1046
PCM Encore
Colorado
$345K -$11.3K -26 -4%
WTB
1047
Washington Trust Bank
Washington
$344K – – –
LWP
1048
LeClair Wealth Partners
Ohio
$344K +$302K +695 New
AU
1049
AlphaGrep UK
$344K -$199K -457 -40%
RA
1050
Ruggaard & Associates
Ohio
$343K – – –
40 41
42
43 44