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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1101
Breakwater Capital Group
New Jersey
$302K +$435 +1 +0.2%
AT
1102
American Trust
Kentucky
$302K +$265K +610 New
SSWM
1103
Smith Salley Wealth Management
North Carolina
$301K +$265K +608 New
WFI
1104
West Family Investments
California
$301K +$265K +608 New
AWM
1105
Accel Wealth Management
Iowa
$300K +$435 +1 +0.2%
CPW
1106
Cove Private Wealth
New York
$300K – – –
SCI
1107
S&CO Inc
Massachusetts
$299K +$263K +605 New
FWP
1108
Fiduciary Wealth Partners
Massachusetts
$299K +$1.3K +3 +0.5%
IP
1109
Investment Partners
Ohio
$298K +$261K +601 New
BWP
1110
Burling Wealth Partners
Illinois
$297K – – –
SSA
1111
South Street Advisors
New York
$297K – – –
PBF
1112
Petix & Botte Financial
California
$297K +$131K +300 +100%
BSG
1113
Black Swift Group
Colorado
$297K +$261K +600 New
BGA
1114
Battery Global Advisors
Massachusetts
$296K – – –
WIA
1115
World Investment Advisors
California
$296K +$1.3K +3 +0.4%
KIA
1116
KCM Investment Advisors
California
$296K -$4.35K -10 -2%
TW
1117
ticino wealth
California
$293K +$7.83K +18 +3%
TCM
1118
Traynor Capital Management
Pennsylvania
$292K +$6.09K +14 +2%
PC
1119
Purewater Capital
Texas
$291K -$1.74K -4 -0.7%
CCS
1120
Concentric Capital Strategies
Connecticut
$290K +$255K +586 New
FCP
1121
Fidelis Capital Partners
Florida
$290K +$1.3K +3 +0.5%
TNBTD
1122
Trustmark National Bank Trust Department
Mississippi
$290K +$254K +585 New
UAS
1123
United Asset Strategies
New York
$287K – – –
PW
1124
Paladin Wealth
Minnesota
$287K -$30.9K -71 -11%
SCM
1125
Shelton Capital Management
Colorado
$286K -$13.9K -32 -5%
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