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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1101
Rise Advisors
New York
$22K +$21.6K +75 New
WBC
1102
West Branch Capital
Massachusetts
$21.9K -$42K -146 -66%
PAG
1103
Paladin Advisory Group
Iowa
$21K – – –
CAL
1104
Capital Advisors Ltd
Ohio
$20K +$576 +2 +3%
DAM
1105
Delta Asset Management
Tennessee
$19.8K -$9.79K -34 -33%
IGWM
1106
ICA Group Wealth Management
Colorado
$18.9K – – –
W
1107
WealthCollab
Washington
$18.6K – – –
GPFA
1108
Game Plan Financial Advisors
Ohio
$18.6K – – –
MHR
1109
Matthew Hamilton Rosenberg
$18.4K – – –
CPG
1110
Custom Portfolio Group
Colorado
$17.2K – – –
WPA
1111
West Paces Advisors
Georgia
$16.9K -$4.61K -16 -22%
TWD
1112
True Wealth Design
Ohio
$16K +$864 +3 +6%
EWP
1113
Elevation Wealth Partners
California
$15.7K +$15.6K +54 New
ITIM
1114
Indiana Trust & Investment Management
Indiana
$15.4K +$15.3K +53 New
WWM
1115
Wolff Wiese Magana
California
$14.9K -$11.5K -40 -44%
MWM
1116
Mascoma Wealth Management
New Hampshire
$14.6K – – –
RFS
1117
Richardson Financial Services
Massachusetts
$14K +$19.6K +68 New
MCM
1118
Manchester Capital Management
Vermont
$13.7K +$6.34K +22 +88%
AIM
1119
Arcadia Investment Management
Michigan
$13.1K – – –
AT
1120
Arlington Trust
Alabama
$13.1K – – –
FMP
1121
Financial Management Professionals
Texas
$13K +$2.02K +7 +19%
GJWM
1122
Gilliland Jeter Wealth Management
Arkansas
$12.2K +$12.1K +42 New
GKIM
1123
GW&K Investment Management
Massachusetts
$12K +$576 +2 +5%
OLVIG
1124
Oliver Lagore Vanvalin Investment Group
Michigan
$11.7K – – –
SFA
1125
Semmax Financial Advisors
North Carolina
$11.6K +$12.4K +43 New
43 44
45
46 47