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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1026
KCM Investment Advisors
California
– -$231K -920 Closed
SCM
1027
Stevens Capital Management
Pennsylvania
– -$230K -917 Closed
AAS
1028
Annex Advisory Services
Wisconsin
– -$228K -908 Closed
PA
1029
Procyon Advisors
Connecticut
– -$209K -832 Closed
BHBT
1030
Burke & Herbert Bank & Trust
Virginia
– -$202K -808 Closed
BA
1031
Bristlecone Advisors
Washington
– -$201K -803 Closed
ARTA
1032
A.R.T. Advisors
New York
– -$201K -800 Closed
MIM
1033
Merrion Investment Management
New Jersey
– -$154K -616 Closed
KCM
1034
Kathmere Capital Management
Pennsylvania
– -$138K -551 Closed
PWPS
1035
Pinnacle Wealth Planning Services
Ohio
– -$120K -477 Closed
CCA
1036
Childress Capital Advisors
Texas
– -$105K -420 Closed
KFA
1037
Krane Funds Advisors
New York
– -$90K -360 Closed
PWM
1038
Perigon Wealth Management
California
– -$80K -318 Closed
HMS
1039
Hanseatic Management Services
New Mexico
– -$57K -229 Closed
NG
1040
NWK Group
California
– -$46K -185 Closed
LGA
1041
Lebenthal Global Advisors
New York
– -$38K -152 Closed
AIL
1042
AGF Investments LLC
Ontario, Canada
– -$21K -84 Closed
TC
1043
Trust Company
Kansas
– -$20K -80 Closed
WLPWM
1044
Walled Lake Planning & Wealth Management
Illinois
– -$19K -77 Closed
RPWA
1045
Regent Peak Wealth Advisors
Georgia
– -$19K -75 Closed
VCG
1046
Vantage Consulting Group
Virginia
– -$16K -63 Closed
TIAM2
1047
Tru Independence Asset Management 2
Oregon
– -$9K -36 Closed
TPWA
1048
TRUE Private Wealth Advisors
Oregon
– -$8K -35 Closed
AWG
1049
Altus Wealth Group
Colorado
– -$8K -33 Closed
DWM
1050
Defined Wealth Management
Oregon
– -$8K -32 Closed