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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1026
Turtle Creek Wealth Advisors
Texas
$203K +$174K +611 New
UAS
1027
United Asset Strategies
New York
$202K +$173K +609 New
BCG
1028
Breakwater Capital Group
New Jersey
$202K +$173K +609 New
VFA
1029
Values First Advisors
Tennessee
$202K +$173K +609 New
HDIM
1030
Hanson & Doremus Investment Management
Vermont
$202K – – –
FMTC
1031
Farmers & Merchants Trust Company
California
$202K +$173K +608 New
CFP
1032
Catalyst Financial Partners
Massachusetts
$202K +$173K +607 New
CWM
1033
Centric Wealth Management
Illinois
$201K +$171K +602 New
SS
1034
Sunbelt Securities
Texas
$199K +$85.7K +301 +76%
BGA
1035
Battery Global Advisors
Massachusetts
$199K – – –
GWM
1036
Gitterman Wealth Management
New Jersey
$193K +$165K +579 New
NB
1037
NBT Bank
New York
$191K -$5.7K -20 -3%
RBI
1038
Raiffeisen Bank International
Austria
$185K -$77.2K -271 -32%
TFM
1039
TFC Financial Management
Massachusetts
$181K -$855 -3 -0.5%
ST
1040
Smithfield Trust
Pennsylvania
$177K – – –
QL
1041
Quarry LP
New York
$173K +$124K +437 +527%
CHC
1042
City Holding Co
West Virginia
$173K – – –
TF
1043
Tompkins Financial
New York
$171K -$7.12K -25 -5%
CT
1044
Coastline Trust
Rhode Island
$166K – – –
AF
1045
Advisornet Financial
Minnesota
$165K -$60.1K -211 -30%
VNA
1046
Valley National Advisers
Pennsylvania
$152K -$570 -2 -0.4%
CCA
1047
Catalyst Capital Advisors
New York
$150K +$129K +453 New
STB
1048
S&T Bank
Pennsylvania
$149K – – –
WBC
1049
Westpac Banking Corp
Australia
$142K -$7.69K -27 -6%
BDL
1050
Banque de Luxembourg
Luxembourg
$141K – – –
40 41
42
43 44