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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1026
Smithfield Trust
Pennsylvania
$115K – – –
WCM
1027
Westend Capital Management
California
$110K +$108K +376 New
ADL
1028
Asset Dedication LLC
California
$105K -$21.6K -75 -17%
WSCM
1029
Wellington Shields Capital Management
New York
$102K – – –
FCAS
1030
First Command Advisory Services
Texas
$99.9K – – –
HGERS
1031
Householder Group Estate & Retirement Specialist
Arizona
$99.5K +$288 +1 +0.3%
C
1032
Covestor
United Kingdom
$93K +$17.3K +60 +23%
PFBT
1033
Parkside Financial Bank & Trust
Missouri
$90.9K +$2.59K +9 +3%
BIA
1034
Bell Investment Advisors
California
$89.7K – – –
CFO
1035
CVA Family Office
Colorado
$89.4K +$576 +2 +0.7%
NIMI
1036
Natixis Investment Managers International
France
$88.3K -$10.9K -38 -11%
AS
1037
AM Squared
Hong Kong
$87.7K +$86.7K +301 New
CT
1038
Colonial Trust
South Carolina
$87.4K – – –
NCTC
1039
New Covenant Trust Company
Indiana
$85.1K +$84.1K +292 New
KFP
1040
Keener Financial Planning
Texas
$81K – – –
CFGS
1041
Concourse Financial Group Securities
Alabama
$78.1K -$14.7K -51 -16%
MAM
1042
Magellan Asset Management
Australia
$78.1K – – –
DJSG
1043
D.J. St. Germain
Massachusetts
$76.3K -$63.4K -220 -46%
VCM
1044
Versant Capital Management
Arizona
$76.3K -$576 -2 -0.8%
BWM
1045
Bullock Wealth Management
Indiana
$74.3K +$75.5K +262 New
LS
1046
Livforsakringsbolaget Skandia
Sweden
$74.2K – – –
RMC
1047
Resources Management Corp
Connecticut
$73K – – –
NECFA
1048
New England Capital Financial Advisors
Connecticut
$72.9K – – –
CT
1049
Clearstead Trust
Maine
$72.8K – – –
LWA
1050
Lowe Wealth Advisors
Maryland
$72.3K – – –
40 41
42
43 44