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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCIM
1051
Bishop & Co Investment Management
Pennsylvania
$337K -$104K -238 -26%
HAG
1052
HighPoint Advisor Group
Illinois
$337K +$870 +2 +0.3%
5NPW
1053
55 North Private Wealth
Florida
$335K +$295K +677 New
BWM
1054
Baron Wealth Management
Michigan
$334K +$294K +675 New
JIC
1055
Johnson Investment Counsel
Ohio
$332K +$5.22K +12 +2%
PWP
1056
Phillips Wealth Planners
Mississippi
$331K -$435 -1 -0.1%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$331K +$2.17K +5 +0.8%
CNC
1058
Citizens & Northern Corp
Pennsylvania
$330K – – –
DI
1059
Diligent Investors
California
$330K +$435 +1 +0.2%
KF
1060
Krilogy Financial
Missouri
$329K +$435 +1 +0.2%
LS
1061
Livforsakringsbolaget Skandia
Sweden
$329K – – –
VFA
1062
Values First Advisors
Tennessee
$329K -$6.96K -16 -2%
AWM
1063
Aries Wealth Management
Maine
$327K – – –
PCM
1064
Penserra Capital Management
California
$325K +$10K +23 +4%
WSFS
1065
Wilmington Savings Fund Society
Delaware
$324K +$42.6K +98 +18%
ACM
1066
Alessandra Capital Management
California
$322K – – –
CWM
1067
Calamos Wealth Management
Illinois
$322K -$747K -1,716 -73%
MPWS
1068
McCarter Private Wealth Services
Massachusetts
$322K -$243K -559 -46%
HCM
1069
Howard Capital Management
Georgia
$320K +$281K +647 New
NAS
1070
NWF Advisory Services
California
$320K +$6.53K +15 +2%
FMP
1071
Financial Management Professionals
Texas
$320K +$261K +600 +1,304%
SFG
1072
SevenBridge Financial Group
Pennsylvania
$320K – – –
BIAS
1073
Beacon Investment Advisory Services
New Jersey
$319K -$3.48K -8 -1%
FCAS
1074
First Command Advisory Services
Texas
$318K +$35.2K +81 +14%
SFO
1075
Stenger Family Office
Illinois
$317K -$1.74K -4 -0.6%
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