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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
1076
DV Trading
Illinois
$230K +$205K +520 +433%
FCH
1077
Freestone Capital Holdings
Washington
$229K +$24.9K +63 +11%
FFP
1078
FourThought Financial Partners
Florida
$229K -$311K -788 -55%
PCM
1079
Penserra Capital Management
California
$228K +$7.1K +18 +3%
BHBT
1080
Burke & Herbert Bank & Trust
Virginia
$228K – – –
GWWM
1081
Great Waters Wealth Management
Minnesota
$228K – – –
AWAG
1082
ARS Wealth Advisors Group
Florida
$227K +$250K +633 New
NAS
1083
NWF Advisory Services
California
$227K +$21.3K +54 +9%
SG
1084
StoneX Group
New York
$226K +$249K +631 New
AGWCA
1085
Annis Gardner Whiting Capital Advisors
Florida
$226K +$70.2K +178 +39%
DCM
1086
DGS Capital Management
New Jersey
$225K +$248K +628 New
CIC
1087
Crawford Investment Counsel
Georgia
$225K -$8.29K -21 -3%
GTWM
1088
Global Trust Wealth Management
Florida
$224K -$19.7K -50 -7%
AWE
1089
Avidian Wealth Enterprises
Texas
$224K +$247K +625 New
TIA
1090
Tiemann Investment Advisors
California
$224K -$3.95K -10 -2%
VWA
1091
VSM Wealth Advisory
Maryland
$224K – – –
AAG
1092
Armstrong Advisory Group
Massachusetts
$223K – – –
GCL
1093
Gouws Capital LLC
North Carolina
$222K – – –
SFO
1094
Stokes Family Office
Louisiana
$221K -$3.16K -8 -1%
VFG
1095
Victory Financial Group
Texas
$220K -$11.4K -29 -5%
FCIM
1096
Fairview Capital Investment Management
California
$220K +$16.2K +41 +7%
PCM
1097
Palisade Capital Management
New Jersey
$220K +$242K +612 New
SCM
1098
Shelton Capital Management
Colorado
$219K – – –
SFS
1099
Strategic Financial Services
New York
$219K – – –
BCG
1100
Breakwater Capital Group
New Jersey
$219K – – –
42 43
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