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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1101
D.J. St. Germain
Massachusetts
$91.6K – – –
JFGIW
1102
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90.5K +$4.83K +14 +6%
CFO
1103
CVA Family Office
Colorado
$89.1K +$345 +1 +0.4%
CTB
1104
Country Trust Bank
Illinois
$88.8K – – –
NECFA
1105
New England Capital Financial Advisors
Connecticut
$87.5K – – –
WSCM
1106
Wellington Shields Capital Management
New York
$87.4K – – –
HBW
1107
Hazlett, Burt & Watson
West Virginia
$87K – – –
LWA
1108
Lowe Wealth Advisors
Maryland
$86.7K – – –
AI
1109
AdvisorShares Investments
Maryland
$82.5K +$29.7K +86 +57%
IBOK
1110
Independence Bank of Kentucky
Kentucky
$80.4K – – –
BIM
1111
Breakwater Investment Management
Washington
$79K – – –
HC
1112
Hoese & Co
Minnesota
$78.6K – – –
QC
1113
Quent Capital
New York
$77K +$76K +220 New
WPA
1114
Wealth Preservation Advisors
Tennessee
$76.5K +$1.73K +5 +2%
HWM
1115
Hemington Wealth Management
Virginia
$76K +$1.38K +4 +2%
PGAM
1116
Princeton Global Asset Management
New Jersey
$72K – – –
BLC
1117
Brown, Lisle/Cummings
Rhode Island
$69.9K – – –
SSG
1118
Summit Securities Group
New York
$68.2K +$41.1K +119 +157%
APW
1119
Aventura Private Wealth
Florida
$65K +$1.04K +3 +2%
C
1120
Covestor
United Kingdom
$64K -$83.2K -241 -57%
RFP
1121
Root Financial Partners
California
$64K +$63.2K +183 New
CSPIA
1122
Cary Street Partners Investment Advisory
Virginia
$63.6K +$691 +2 +1%
KFA
1123
Kelleher Financial Advisors
New York
$62.2K +$61.5K +178 New
API
1124
Asset Planning Inc
California
$60.5K – – –
OP
1125
ORG Partners
Indiana
$60.5K +$2.42K +7 +4%
43 44
45
46 47