We are live on ! Find out more
ROK icon

Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1026
Delta Asset Management
Tennessee
$58K – – –
GWM
1027
Geneos Wealth Management
Colorado
$57K +$9.93K +30 +22%
CSWM
1028
Cassady Schiller Wealth Management
Ohio
$57K +$54K +163 New
TCWM
1029
Total Clarity Wealth Management
Illinois
$55K -$4.63K -14 -8%
CB
1030
Community Bank
New York
$54K -$238K -720 -82%
TF
1031
TimeScale Financial
Massachusetts
$54K +$331 +1 +0.7%
TWC
1032
TD Waterhouse Canada
Ontario, Canada
$52.4K +$48.3K +146 New
Optiver Holding
1033
Optiver Holding
Netherlands
$49K +$33.4K +101 +220%
SIC
1034
Salem Investment Counselors
North Carolina
$46K – – –
AAP
1035
Arax Advisory Partners
Colorado
$46K +$331 +1 +0.8%
BWP
1036
Baldwin Wealth Partners
Massachusetts
$45K +$38.4K +116 +967%
GGI
1037
Godsey & Gibb Inc
Virginia
$44K +$41.4K +125 New
NICM
1038
Neo Ivy Capital Management
New York
$44K +$41.4K +125 New
SC
1039
SouthState Corp
Florida
$40K – – –
BWA
1040
BDO Wealth Advisors
Florida
$40K +$11.6K +35 +44%
FP
1041
Financial Perspectives
Minnesota
$39.1K – – –
SFM
1042
Signet Financial Management
New Jersey
$39K +$36.8K +111 New
EPM
1043
Equitec Proprietary Markets
Illinois
$38K +$36.4K +110 New
IPW
1044
IronBridge Private Wealth
Texas
$37K – – –
KC
1045
Knuff & Co
California
$35K – – –
LWP
1046
Lumature Wealth Partners
Georgia
$35K – – –
C
1047
Covestor
United Kingdom
$35K +$32.8K +99 New
ACM
1048
Aquatic Capital Management
Illinois
$35K +$33.1K +100 New
BIA
1049
Bell Investment Advisors
California
$34K -$6.29K -19 -16%
MMG
1050
Monetary Management Group
Missouri
$33K – – –