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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1026
Professional Financial Advisors
Nebraska
$272K – – –
CCIA
1027
Cherry Creek Investment Advisors
Colorado
$271K +$752 +2 +0.3%
WCP
1028
Welch Capital Partners
New York
$271K – – –
TCWA
1029
Turtle Creek Wealth Advisors
Texas
$270K +$15K +40 +6%
RA
1030
Ruggaard & Associates
Ohio
$269K +$1.13K +3 +0.4%
JWA
1031
JFS Wealth Advisors
Pennsylvania
$268K +$6.01K +16 +2%
LWP
1032
LeClair Wealth Partners
Ohio
$268K – – –
CIAS
1033
Capital Investment Advisory Services
North Carolina
$266K – – –
WG
1034
Winton Group
United Kingdom
$265K +$256K +682 New
FFM
1035
Flagstone Financial Management
Nebraska
$265K +$18.8K +50 +8%
PE
1036
PCM Encore
Colorado
$265K +$256K +680 New
CFG
1037
Carr Financial Group
Massachusetts
$264K +$1.5K +4 +0.6%
KF
1038
Krilogy Financial
Missouri
$264K +$13.9K +37 +6%
MAM
1039
Milestone Asset Management
Pennsylvania
$263K +$752 +2 +0.3%
VFA
1040
Values First Advisors
Tennessee
$263K +$32.7K +87 +15%
GTWM
1041
Global Trust Wealth Management
Florida
$263K +$254K +675 New
VPF
1042
Vantage Point Financial
Illinois
$262K +$6.77K +18 +3%
CWM
1043
Centric Wealth Management
Illinois
$262K +$1.5K +4 +0.7%
CBA
1044
Coastal Bridge Advisors
Connecticut
$262K -$1.88K -5 -0.7%
FWP
1045
Fiduciary Wealth Partners
Massachusetts
$261K -$4.51K -12 -2%
BFS
1046
Bradley Foster & Sargent
Connecticut
$260K – – –
MG
1047
Mather Group
Illinois
$259K +$6.39K +17 +3%
CNC
1048
Citizens & Northern Corp
Pennsylvania
$259K – – –
LS
1049
Livforsakringsbolaget Skandia
Sweden
$258K – – –
MPWS
1050
McCarter Private Wealth Services
Massachusetts
$258K +$24.4K +65 +11%
40 41
42
43 44