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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1026
Focused Wealth Management
New York
$4.79K – – –
IGWM
1027
ICA Group Wealth Management
Colorado
$4.64K +$4.52K +18 New
TCM
1028
TD Capital Management
Tennessee
$4.4K +$4.27K +17 New
MFT
1029
Moisand Fitzgerald Tamayo
Florida
$4.38K +$2.01K +8 +89%
IRC
1030
Investors Research Corp
Georgia
$3.86K – – –
AWM
1031
Align Wealth Management
Oklahoma
$3.44K +$4.02K +16 New
SIC
1032
SJS Investment Consulting
Ohio
$3.35K +$1.25K +5 +63%
AWM
1033
Abound Wealth Management
Tennessee
$3.1K +$1.51K +6 +100%
DI
1034
Disciplined Investments
Oklahoma
$3.09K +$1K +4 +50%
USCWA
1035
U.S. Capital Wealth Advisors
Texas
$3.09K +$3.01K +12 New
NFSG
1036
Newbridge Financial Services Group
Florida
$2.84K – – –
TIM
1037
Tortoise Investment Management
New York
$2.83K +$1.51K +6 +120%
BWL
1038
Bogart Wealth LLC
Virginia
$2.6K -$1.51K -6 -38%
AP
1039
Atwood & Palmer
Missouri
$2.58K – – –
BAM
1040
Bellevue Asset Management
Washington
$2.56K -$1.25K -5 -33%
JFA
1041
JNBA Financial Advisors
Minnesota
$2.32K – – –
FA
1042
Fiduciary Alliance
South Carolina
$2.06K +$2.01K +8 New
MCM
1043
Manchester Capital Management
Vermont
$1.8K – – –
HCM
1044
Hollencrest Capital Management
California
$1.8K +$1.76K +7 New
TCA
1045
Trifecta Capital Advisors
Illinois
$1.54K +$1.51K +6 New
TWP
1046
TFO Wealth Partners
Ohio
$1.42K +$12.6K +50 New
LFG
1047
Larson Financial Group
Missouri
$1.41K – – –
CWC
1048
Carolinas Wealth Consulting
North Carolina
$1.03K – – –
GTAM
1049
Global Trust Asset Management
Florida
$1.03K – – –
EE
1050
EWG Elevate
California
$1.03K +$1K +4 New
40 41
42
43 44