We are live on ! Find out more
ROK icon

Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1101
WealthCollab
Washington
$18.6K – – –
GPFA
1102
Game Plan Financial Advisors
Ohio
$18.6K – – –
MHR
1103
Matthew Hamilton Rosenberg
$18.4K – – –
CPG
1104
Custom Portfolio Group
Colorado
$17.2K – – –
WPA
1105
West Paces Advisors
Georgia
$16.9K -$4.61K -16 -22%
TWD
1106
True Wealth Design
Ohio
$16K +$864 +3 +6%
EWP
1107
Elevation Wealth Partners
California
$15.7K +$15.6K +54 New
ITIM
1108
Indiana Trust & Investment Management
Indiana
$15.4K +$15.3K +53 New
WWM
1109
Wolff Wiese Magana
California
$14.9K -$11.5K -40 -44%
MWM
1110
Mascoma Wealth Management
New Hampshire
$14.6K – – –
RFS
1111
Richardson Financial Services
Massachusetts
$14K +$19.6K +68 New
MCM
1112
Manchester Capital Management
Vermont
$13.7K +$6.34K +22 +88%
AIM
1113
Arcadia Investment Management
Michigan
$13.1K – – –
AT
1114
Arlington Trust
Alabama
$13.1K – – –
FMP
1115
Financial Management Professionals
Texas
$13K +$2.02K +7 +19%
GJWM
1116
Gilliland Jeter Wealth Management
Arkansas
$12.2K +$12.1K +42 New
GKIM
1117
GW&K Investment Management
Massachusetts
$12K +$576 +2 +5%
OLVIG
1118
Oliver Lagore Vanvalin Investment Group
Michigan
$11.7K – – –
SFA
1119
Semmax Financial Advisors
North Carolina
$11.6K +$12.4K +43 New
APC
1120
Aspire Private Capital
North Carolina
$11.4K – – –
PAM
1121
Palisade Asset Management
Minnesota
$11.4K +$11.2K +39 New
GFPC
1122
Global Financial Private Client
Florida
$11.1K – – –
AIC
1123
Archer Investment Corporation
Indiana
$10.2K – – –
PWMG
1124
Private Wealth Management Group
New Jersey
$9.03K – – –
CFD
1125
Creative Financial Designs
Indiana
$8.86K +$2.88K +10 +50%
43 44
45
46 47