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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1051
Monetary Management Group
Missouri
$50K – – –
API
1052
Asset Planning Inc
California
$49.4K +$48.7K +173 New
CSWM
1053
Cassady Schiller Wealth Management
Ohio
$47.7K +$1.97K +7 +4%
AWM
1054
Accredited Wealth Management
Kentucky
$47.2K +$46.4K +165 New
EBA
1055
Eagle Bay Advisors
New York
$45.4K -$10.4K -37 -19%
LWANC
1056
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.3K – – –
KC
1057
Knuff & Co
California
$40.3K +$11.5K +41 +41%
GGI
1058
Godsey & Gibb Inc
Virginia
$40K – – –
FWA
1059
Flagship Wealth Advisors
Massachusetts
$38K +$37.4K +133 New
LFA
1060
Legend Financial Advisors
Pennsylvania
$37.2K -$5.63K -20 -13%
SIS
1061
Strategic Investment Solutions
Illinois
$36.9K – – –
DMBA
1062
Deseret Mutual Benefit Administrators
Utah
$35.7K +$5.06K +18 +17%
PAM
1063
Parvin Asset Management
South Dakota
$35.7K +$35.2K +125 New
IWP
1064
IAG Wealth Partners
Wisconsin
$35.5K – – –
S
1065
Sachetta
Massachusetts
$35K +$1.13K +4 +3%
SS
1066
SBI Securities
Japan
$34.6K +$34K +121 New
OC
1067
Oarsman Capital
Wisconsin
$34.3K – – –
BOJHT
1068
Bank of Jackson Hole Trust
Wyoming
$34.3K +$33.8K +120 New
FGC
1069
Financial Gravity Companies
Texas
$34.3K +$33.8K +120 New
FP
1070
Financial Perspectives
Minnesota
$32K – – –
ZB
1071
Zions Bancorporation
Utah
$30.6K -$16K -57 -35%
DWM
1072
Darwin Wealth Management
Florida
$30K -$6.47K -23 -18%
CSPIA
1073
Cary Street Partners Investment Advisory
Virginia
$29.7K -$196K -696 -87%
B
1074
Birchbrook
Maine
$28.6K – – –
KOCAA
1075
Knights of Columbus Asset Advisors
Connecticut
$28.6K – – –
41 42
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