We are live on ! Find out more
ROK icon

Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1026
Ironwood Investment Counsel
Arizona
$358K – – –
PCA
1027
Pallas Capital Advisors
Massachusetts
$358K +$435 +1 +0.1%
CP
1028
Cumberland Partners
Ontario, Canada
$357K +$8.7K +20 +3%
CT
1029
Colonial Trust
South Carolina
$356K – – –
AWE
1030
Avidian Wealth Enterprises
Texas
$356K +$40.9K +94 +15%
SACTSONJ
1031
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$353K -$20K -46 -6%
KV
1032
Kickstand Ventures
New York
$352K – – –
FBFS
1033
First Business Financial Services
Wisconsin
$352K +$24.8K +57 +9%
TCWA
1034
Turtle Creek Wealth Advisors
Texas
$351K +$9.14K +21 +3%
CFFP
1035
Center for Financial Planning
Michigan
$350K – – –
BFS
1036
Bradley Foster & Sargent
Connecticut
$350K – – –
CCIA
1037
Cherry Creek Investment Advisors
Colorado
$347K +$435 +1 +0.1%
SL
1038
Sentinus LLC
Illinois
$346K -$1.74K -4 -0.6%
WCP
1039
Welch Capital Partners
New York
$345K – – –
PE
1040
PCM Encore
Colorado
$345K -$11.3K -26 -4%
WTB
1041
Washington Trust Bank
Washington
$344K – – –
LWP
1042
LeClair Wealth Partners
Ohio
$344K +$302K +695 New
AU
1043
AlphaGrep UK
$344K -$199K -457 -40%
RA
1044
Ruggaard & Associates
Ohio
$343K – – –
JWA
1045
JFS Wealth Advisors
Pennsylvania
$342K +$435 +1 +0.1%
PL
1046
Plancorp LLC
Missouri
$342K -$3.92K -9 -1%
CIAS
1047
Capital Investment Advisory Services
North Carolina
$338K – – –
MAM
1048
Milestone Asset Management
Pennsylvania
$337K +$870 +2 +0.3%
FFM
1049
Flagstone Financial Management
Nebraska
$337K – – –
VPF
1050
Vantage Point Financial
Illinois
$337K +$7.4K +17 +3%
40 41
42
43 44