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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
1026
Householder Group Estate & Retirement Specialist
Arizona
$99.5K +$288 +1 +0.3%
C
1027
Covestor
United Kingdom
$93K +$17.3K +60 +23%
PFBT
1028
Parkside Financial Bank & Trust
Missouri
$90.9K +$2.59K +9 +3%
BIA
1029
Bell Investment Advisors
California
$89.7K – – –
CFO
1030
CVA Family Office
Colorado
$89.4K +$576 +2 +0.7%
NIMI
1031
Natixis Investment Managers International
France
$88.3K -$10.9K -38 -11%
AS
1032
AM Squared
Hong Kong
$87.7K +$86.7K +301 New
CT
1033
Colonial Trust
South Carolina
$87.4K – – –
NCTC
1034
New Covenant Trust Company
Indiana
$85.1K +$84.1K +292 New
KFP
1035
Keener Financial Planning
Texas
$81K – – –
CFGS
1036
Concourse Financial Group Securities
Alabama
$78.1K -$14.7K -51 -16%
MAM
1037
Magellan Asset Management
Australia
$78.1K – – –
DJSG
1038
D.J. St. Germain
Massachusetts
$76.3K -$63.4K -220 -46%
VCM
1039
Versant Capital Management
Arizona
$76.3K -$576 -2 -0.8%
LS
1040
Livforsakringsbolaget Skandia
Sweden
$74.2K – – –
RMC
1041
Resources Management Corp
Connecticut
$73K – – –
NECFA
1042
New England Capital Financial Advisors
Connecticut
$72.9K – – –
CT
1043
Clearstead Trust
Maine
$72.8K – – –
LWA
1044
Lowe Wealth Advisors
Maryland
$72.3K – – –
HIIFS
1045
Harel Insurance Investments & Financial Services
Israel
$72K – – –
HBW
1046
Hazlett, Burt & Watson
West Virginia
$72K +$10.7K +37 +18%
QC
1047
Quent Capital
New York
$71.1K +$7.2K +25 +11%
OC
1048
Oakworth Capital
Alabama
$71.1K – – –
IBOK
1049
Independence Bank of Kentucky
Kentucky
$69.9K – – –
CT
1050
Caldwell Trust
Florida
$69.6K -$28.8K -100 -29%
40 41
42
43 44