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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
Centric Wealth Management
Illinois
$218K -$26K -66 -11%
KIA
1102
KCM Investment Advisors
California
$218K +$35.9K +91 +18%
PTCG
1103
Pring Turner Capital Group
California
$218K – – –
LAM
1104
L2 Asset Management
Massachusetts
$218K +$16.2K +41 +7%
KCP
1105
Kera Capital Partners
California
$218K +$26.8K +68 +13%
AWM
1106
Accel Wealth Management
Iowa
$217K – – –
CPW
1107
Cove Private Wealth
New York
$217K +$1.97K +5 +0.8%
PBF
1108
Petix & Botte Financial
California
$215K -$118K -300 -50%
FWP
1109
Fiduciary Wealth Partners
Massachusetts
$215K -$27.6K -70 -10%
BWP
1110
Burling Wealth Partners
Illinois
$215K – – –
GG
1111
Greenwood Gearhart
Arkansas
$215K – – –
SSA
1112
South Street Advisors
New York
$215K – – –
BGA
1113
Battery Global Advisors
Massachusetts
$215K +$214K +543 +987%
BA
1114
Bridgewater Advisors
New York
$214K +$186K +471 New
RIA
1115
Retirement Investment Advisors
Oklahoma
$213K – – –
FWP
1116
Falcon Wealth Planning
California
$213K +$1.18K +3 +0.5%
PAM
1117
PVG Asset Management
Colorado
$212K +$181K +458 New
PC
1118
Purewater Capital
Texas
$212K +$233K +591 New
HDIM
1119
Hanson & Doremus Investment Management
Vermont
$212K -$4.74K -12 -2%
AF
1120
Avanza Fonder
Sweden
$212K +$169K +427 +262%
SB
1121
Simmons Bank
Arkansas
$211K -$7.89K -20 -3%
GFP
1122
Gryphon Financial Partners
Ohio
$210K +$231K +585 New
TW
1123
ticino wealth
California
$210K -$32K -81 -12%
QPWM
1124
Quadrant Private Wealth Management
Pennsylvania
$209K -$58.8K -149 -20%
CWM
1125
Cornerstone Wealth Management
Missouri
$209K +$6.31K +16 +3%
43 44
45
46 47