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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1051
JFS Wealth Advisors
Pennsylvania
$342K +$435 +1 +0.1%
PL
1052
Plancorp LLC
Missouri
$342K -$3.92K -9 -1%
CIAS
1053
Capital Investment Advisory Services
North Carolina
$338K – – –
MAM
1054
Milestone Asset Management
Pennsylvania
$337K +$870 +2 +0.3%
FFM
1055
Flagstone Financial Management
Nebraska
$337K – – –
VPF
1056
Vantage Point Financial
Illinois
$337K +$7.4K +17 +3%
BCIM
1057
Bishop & Co Investment Management
Pennsylvania
$337K -$104K -238 -26%
HAG
1058
HighPoint Advisor Group
Illinois
$337K +$870 +2 +0.3%
5NPW
1059
55 North Private Wealth
Florida
$335K +$295K +677 New
BWM
1060
Baron Wealth Management
Michigan
$334K +$294K +675 New
JIC
1061
Johnson Investment Counsel
Ohio
$332K +$5.22K +12 +2%
PWP
1062
Phillips Wealth Planners
Mississippi
$331K -$435 -1 -0.1%
PWPS
1063
Pinnacle Wealth Planning Services
Ohio
$331K +$2.17K +5 +0.8%
CNC
1064
Citizens & Northern Corp
Pennsylvania
$330K – – –
DI
1065
Diligent Investors
California
$330K +$435 +1 +0.2%
KF
1066
Krilogy Financial
Missouri
$329K +$435 +1 +0.2%
LS
1067
Livforsakringsbolaget Skandia
Sweden
$329K – – –
VFA
1068
Values First Advisors
Tennessee
$329K -$6.96K -16 -2%
AWM
1069
Aries Wealth Management
Maine
$327K – – –
PCM
1070
Penserra Capital Management
California
$325K +$10K +23 +4%
WSFS
1071
Wilmington Savings Fund Society
Delaware
$324K +$42.6K +98 +18%
ACM
1072
Alessandra Capital Management
California
$322K – – –
CWM
1073
Calamos Wealth Management
Illinois
$322K -$747K -1,716 -73%
MPWS
1074
McCarter Private Wealth Services
Massachusetts
$322K -$243K -559 -46%
HCM
1075
Howard Capital Management
Georgia
$320K +$281K +647 New
41 42
43
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