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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1051
MOTCO
Texas
$52K – – –
MMG
1052
Monetary Management Group
Missouri
$50K – – –
API
1053
Asset Planning Inc
California
$49.4K +$48.7K +173 New
CSWM
1054
Cassady Schiller Wealth Management
Ohio
$47.7K +$1.97K +7 +4%
AWM
1055
Accredited Wealth Management
Kentucky
$47.2K +$46.4K +165 New
EBA
1056
Eagle Bay Advisors
New York
$45.4K -$10.4K -37 -19%
LWANC
1057
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.3K – – –
KC
1058
Knuff & Co
California
$40.3K +$11.5K +41 +41%
GGI
1059
Godsey & Gibb Inc
Virginia
$40K – – –
FWA
1060
Flagship Wealth Advisors
Massachusetts
$38K +$37.4K +133 New
LFA
1061
Legend Financial Advisors
Pennsylvania
$37.2K -$5.63K -20 -13%
SIS
1062
Strategic Investment Solutions
Illinois
$36.9K – – –
DMBA
1063
Deseret Mutual Benefit Administrators
Utah
$35.7K +$5.06K +18 +17%
PAM
1064
Parvin Asset Management
South Dakota
$35.7K +$35.2K +125 New
IWP
1065
IAG Wealth Partners
Wisconsin
$35.5K – – –
S
1066
Sachetta
Massachusetts
$35K +$1.13K +4 +3%
SS
1067
SBI Securities
Japan
$34.6K +$34K +121 New
OC
1068
Oarsman Capital
Wisconsin
$34.3K – – –
BOJHT
1069
Bank of Jackson Hole Trust
Wyoming
$34.3K +$33.8K +120 New
FGC
1070
Financial Gravity Companies
Texas
$34.3K +$33.8K +120 New
FP
1071
Financial Perspectives
Minnesota
$32K – – –
ZB
1072
Zions Bancorporation
Utah
$30.6K -$16K -57 -35%
DWM
1073
Darwin Wealth Management
Florida
$30K -$6.47K -23 -18%
CSPIA
1074
Cary Street Partners Investment Advisory
Virginia
$29.7K -$196K -696 -87%
B
1075
Birchbrook
Maine
$28.6K – – –
41 42
43
44 45