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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1101
WhitTier Trust Company
Nevada
$226K – – –
PDL
1102
Portfolio Design Labs
California
$226K +$218K +580 New
NAS
1103
NWF Advisory Services
California
$225K -$16.9K -45 -7%
FCH
1104
Freestone Capital Holdings
Washington
$224K +$216K +575 New
OWA
1105
Octavia Wealth Advisors
Ohio
$223K -$8.65K -23 -4%
FCIM
1106
Fairview Capital Investment Management
California
$223K – – –
NB
1107
Northwest Bancshares
Pennsylvania
$223K – – –
FCP
1108
Fidelis Capital Partners
Florida
$223K +$215K +572 New
RCM
1109
RB Capital Management
Nevada
$221K +$214K +569 New
CWM
1110
Cornerstone Wealth Management
Missouri
$221K +$213K +567 New
PFM
1111
Patton Fund Management
Texas
$220K -$120K -320 -36%
LAM
1112
L2 Asset Management
Massachusetts
$220K +$213K +566 New
MIM
1113
Merrion Investment Management
New Jersey
$220K +$213K +566 New
AP
1114
Advisortrust Partners
North Carolina
$220K +$212K +565 New
BMWM
1115
Brown Miller Wealth Management
Virginia
$220K +$212K +565 New
FMTC
1116
Farmers & Merchants Trust Company
California
$219K +$212K +564 New
FA
1117
Fagan Associates
New York
$218K +$211K +561 New
PTCG
1118
Pring Turner Capital Group
California
$218K +$210K +560 New
PFBT
1119
Parkside Financial Bank & Trust
Missouri
$217K -$22.9K -61 -10%
WFA
1120
Wellspring Financial Advisors
Ohio
$217K +$210K +559 New
GKWIM
1121
Gerber Kawasaki Wealth & Investment Management
California
$217K +$210K +558 New
FCAS
1122
First Command Advisory Services
Texas
$216K +$80.1K +213 +62%
ISL
1123
Ingalls & Snyder LLC
New York
$216K +$208K +554 New
AWM
1124
Avior Wealth Management
Nebraska
$215K +$208K +553 New
CA
1125
CoreCap Advisors
Michigan
$215K -$752 -2 -0.4%
43 44
45
46 47