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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1051
Diligent Investors
California
$258K -$1.5K -4 -0.6%
SEIA
1052
Signature Estate & Investment Advisors
California
$258K -$14.7K -39 -6%
MBT
1053
Montecito Bank & Trust
California
$258K +$249K +663 New
AWM
1054
Aries Wealth Management
Maine
$257K – – –
PWPS
1055
Pinnacle Wealth Planning Services
Ohio
$256K -$49.6K -132 -17%
CI
1056
Conning Inc
Connecticut
$256K -$97.4K -259 -28%
IAA
1057
Independent Advisor Alliance
North Carolina
$256K -$3.38K -9 -1%
CFP
1058
Catalyst Financial Partners
Massachusetts
$255K +$14.3K +38 +6%
TW
1059
ticino wealth
California
$255K +$246K +655 New
SFS
1060
Strategic Financial Services
New York
$253K – – –
FBFS
1061
First Business Financial Services
Wisconsin
$252K -$82.3K -219 -25%
CIC
1062
Crawford Investment Counsel
Georgia
$252K +$7.89K +21 +3%
SFO
1063
Stenger Family Office
Illinois
$251K +$18K +48 +8%
ACM
1064
Aster Capital Management
United Arab Emirates
$251K +$242K +645 New
VFG
1065
Victory Financial Group
Texas
$250K +$4.89K +13 +2%
BWM
1066
Bulltick Wealth Management
Florida
$249K +$241K +640 New
BHBT
1067
Burke & Herbert Bank & Trust
Virginia
$247K – – –
GWWM
1068
Great Waters Wealth Management
Minnesota
$247K – – –
TIA
1069
Tiemann Investment Advisors
California
$247K – – –
BIAS
1070
Beacon Investment Advisory Services
New Jersey
$245K -$7.14K -19 -3%
7WCP
1071
71 West Capital Partners
Massachusetts
$244K +$236K +628 New
CA
1072
Chatterton & Associates
California
$244K +$236K +627 New
FWM
1073
Foguth Wealth Management
Michigan
$244K +$230K +612 New
AU
1074
AlphaGrep UK
$244K +$235K +626 New
LIA
1075
LS Investment Advisors
Michigan
$243K -$203K -540 -46%
41 42
43
44 45